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 | $112,636 | $159,901-29.6% | $146,958-23.4% | $145,922-22.8% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 13.95% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $8,919 | $5,286+68.7% | $4,933+80.8% | $4,660+91.4% |
| Participant deferral / active EE | $14,672 | $8,428+74.1% | $8,070+81.8% | $6,688+119.4% |
| Admin fee / account holder | $18,028 | $15,044+19.8% | $12,998+38.7% | $13,397+34.6% |