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 | $205,958 | $159,901+28.8% | $146,958+40.1% | $145,922+41.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 34.12% | 98.13%-64.0pp | 418.34%-384.2pp | 561.29%-527.2pp |
| Employer contribution / active EE | $1,106 | $5,286-79.1% | $4,933-77.6% | $4,660-76.3% |
| Participant deferral / active EE | $6,195 | $8,428-26.5% | $8,070-23.2% | $6,688-7.4% |
| Admin fee / account holder | $30,680 | $15,044+103.9% | $12,998+136.0% | $13,397+129.0% |