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 | $62,281 | $96,305-35.3% | $80,569-22.7% | $139,434-55.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 11.82% | 1350.08%-1338.3pp | 935.43%-923.6pp | 372.94%-361.1pp |
| Employer contribution / active EE | $28,786 | $3,262+782.5% | $2,723+957.0% | $4,751+505.9% |
| Participant deferral / active EE | $27,500 | $5,232+425.6% | $4,447+518.3% | $6,710+309.8% |
| Admin fee / account holder | $492 | $6,599-92.5% | $5,377-90.9% | $11,403-95.7% |