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 | $38,232 | $217,402-82.4% | $185,823-79.4% | $167,490-77.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.98% | 148.36%-138.4pp | 122.05%-112.1pp | 478.56%-468.6pp |
| Employer contribution / active EE | $6,256 | $5,873+6.5% | $5,167+21.1% | $4,837+29.3% |
| Participant deferral / active EE | $5,983 | $6,356-5.9% | $5,568+7.5% | $6,341-5.7% |
| Admin fee / account holder | $801 | $19,811-96.0% | $16,237-95.1% | $12,309-93.5% |