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 | $47,555 | $159,901-70.3% | $146,958-67.6% | $145,922-67.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.95% | 98.13%-72.2pp | 418.34%-392.4pp | 561.29%-535.3pp |
| Employer contribution / active EE | $7,258 | $5,286+37.3% | $4,933+47.1% | $4,660+55.8% |
| Participant deferral / active EE | $18,275 | $8,428+116.8% | $8,070+126.5% | $6,688+173.3% |
| Admin fee / account holder | $4,701 | $15,044-68.7% | $12,998-63.8% | $13,397-64.9% |