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 8-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 | $74,622 | $183,963-59.4% | $162,163-54.0% | $152,861-51.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 103.22% | 150.76%-47.5pp | 115.59%-12.4pp | 345.32%-242.1pp |
| Employer contribution / active EE | $21,804 | $6,371+242.3% | $5,614+288.4% | $4,762+357.9% |
| Participant deferral / active EE | $21,000 | $8,034+161.4% | $7,298+187.7% | $5,850+259.0% |
| Admin fee / account holder | $1,329 | $13,121-89.9% | $10,843-87.7% | $11,596-88.5% |