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 | $37,921 | $115,770-67.2% | $101,248-62.5% | $158,922-76.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.66% | 56.14%-36.5pp | 46.47%-26.8pp | 302.83%-283.2pp |
| Employer contribution / active EE | $7,374 | $4,175+76.6% | $3,660+101.5% | $4,761+54.9% |
| Participant deferral / active EE | $10,764 | $4,957+117.1% | $4,370+146.3% | $5,982+79.9% |
| Admin fee / account holder | $367 | $7,245-94.9% | $5,945-93.8% | $11,246-96.7% |