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 | $89,080 | $138,044-35.5% | $125,339-28.9% | $134,475-33.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -0.22% | 750.33%-750.5pp | 572.05%-572.3pp | 417.96%-418.2pp |
| Employer contribution / active EE | $19,577 | $5,243+273.4% | $4,814+306.7% | $4,740+313.0% |
| Participant deferral / active EE | $16,721 | $7,799+114.4% | $7,446+124.6% | $6,400+161.3% |
| Admin fee / account holder | $960 | $11,571-91.7% | $10,010-90.4% | $11,426-91.6% |