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 9-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 | $246,703 | $127,065+94.2% | $113,168+118.0% | $142,382+73.3% |
| Participation rate | 94.1% | 79.2%+14.9pp | 76.6%+17.6pp | 80.1%+14.0pp |
| Annual return | 15.32% | 24.03%-8.7pp | 24.27%-8.9pp | 217.08%-201.8pp |
| Employer contribution / active EE | $4,769 | $3,442+38.6% | $2,975+60.3% | $4,299+10.9% |
| Participant deferral / active EE | $4,799 | $5,716-16.1% | $5,107-6.0% | $6,507-26.3% |
| Admin fee / account holder | $11,089 | $15,736-29.5% | $12,068-8.1% | $12,624-12.2% |