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 | $47,729 | $61,774-22.7% | $97,226-50.9% | $80,856-41.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 15.14% | -557.90%+573.0pp | 75.13%-60.0pp | 35.59%-20.5pp |
| Employer contribution / active EE | $6,878 | $1,837+274.5% | $2,729+152.1% | $2,755+149.7% |
| Participant deferral / active EE | $16,394 | $3,029+441.3% | $4,264+284.5% | $4,296+281.6% |
| Admin fee / account holder | $12,651 | $5,166+144.9% | $5,654+123.8% | $6,918+82.9% |