See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,389 | $74,888-0.7% | $71,209+4.5% | $142,382-47.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.88% | 345.14%-331.3pp | 282.51%-268.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $4,089 | $2,854+43.2% | $2,721+50.3% | $4,299-4.9% |
| Participant deferral / active EE | $4,464 | $4,454+0.2% | $4,175+6.9% | $6,507-31.4% |
| Admin fee / account holder | $18,219 | $5,568+227.2% | $5,349+240.6% | $12,624+44.3% |