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 4-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 | $58,250 | $102,317-43.1% | $146,958-60.4% | $80,856-28.0% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.2%+14.3pp | 67.6%+28.8pp |
| Annual return | 14.61% | 134.76%-120.2pp | 418.34%-403.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $14,666 | $3,713+295.0% | $4,933+197.3% | $2,755+432.4% |
| Participant deferral / active EE | $14,298 | $6,644+115.2% | $8,070+77.2% | $4,296+232.8% |
| Admin fee / account holder | $4,862 | $7,941-38.8% | $12,998-62.6% | $6,918-29.7% |