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 10-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 | $87,424 | $105,998-17.5% | $92,233-5.2% | $147,584-40.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.64% | 50.05%-35.4pp | 176.28%-161.6pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,781 | $4,333-58.9% | $3,679-51.6% | $4,876-63.5% |
| Participant deferral / active EE | $5,559 | $4,478+24.1% | $3,897+42.7% | $5,439+2.2% |
| Admin fee / account holder | $51,260 | $6,332+709.5% | $5,194+887.0% | $10,885+370.9% |