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 6-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 | $76,185 | $99,877-23.7% | $84,966-10.3% | $145,922-47.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.84% | 83.76%-64.9pp | 66.38%-47.5pp | 561.29%-542.4pp |
| Employer contribution / active EE | $4,633 | $3,231+43.4% | $2,727+69.9% | $4,660-0.6% |
| Participant deferral / active EE | $15,038 | $5,291+184.2% | $4,519+232.7% | $6,688+124.9% |
| Admin fee / account holder | $326 | $7,248-95.5% | $6,149-94.7% | $13,397-97.6% |