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 | $156,605 | $159,901-2.1% | $146,958+6.6% | $145,922+7.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 15.63% | 98.13%-82.5pp | 418.34%-402.7pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,007 | $5,286-62.0% | $4,933-59.3% | $4,660-56.9% |
| Participant deferral / active EE | $8,172 | $8,428-3.0% | $8,070+1.3% | $6,688+22.2% |
| Admin fee / account holder | $676 | $15,044-95.5% | $12,998-94.8% | $13,397-95.0% |