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 3-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 | $92,544 | $99,877-7.3% | $84,966+8.9% | $145,922-36.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 48.09% | 83.76%-35.7pp | 66.38%-18.3pp | 561.29%-513.2pp |
| Employer contribution / active EE | $25,147 | $3,231+678.2% | $2,727+822.1% | $4,660+439.7% |
| Participant deferral / active EE | $5,918 | $5,291+11.9% | $4,519+31.0% | $6,688-11.5% |
| Admin fee / account holder | $6,355 | $7,248-12.3% | $6,149+3.3% | $13,397-52.6% |