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 7-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 | $138,123 | $175,202-21.2% | $149,673-7.7% | $139,434-0.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.46% | 166.71%-147.3pp | 134.42%-115.0pp | 372.94%-353.5pp |
| Employer contribution / active EE | $20,879 | $5,474+281.4% | $4,818+333.4% | $4,751+339.5% |
| Participant deferral / active EE | $18,750 | $6,519+187.6% | $5,680+230.1% | $6,710+179.4% |
| Admin fee / account holder | $678 | $16,150-95.8% | $13,210-94.9% | $11,403-94.1% |