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 | $249,143 | $148,534+67.7% | $135,903+83.3% | $139,434+78.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.44% | 79.19%-62.7pp | 68.23%-51.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $10,194 | $5,243+94.4% | $4,856+109.9% | $4,751+114.6% |
| Participant deferral / active EE | $12,727 | $8,100+57.1% | $7,758+64.0% | $6,710+89.7% |
| Admin fee / account holder | $4,945 | $12,400-60.1% | $10,762-54.0% | $11,403-56.6% |