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 8-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 | $51,028 | $159,901-68.1% | $146,958-65.3% | $145,922-65.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 9.79% | 98.13%-88.3pp | 418.34%-408.5pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,419 | $5,286-54.2% | $4,933-51.0% | $4,660-48.1% |
| Participant deferral / active EE | $14,008 | $8,428+66.2% | $8,070+73.6% | $6,688+109.5% |
| Admin fee / account holder | $15,010 | $15,044-0.2% | $12,998+15.5% | $13,397+12.0% |