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 10-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 | $226,857 | $159,901+41.9% | $146,958+54.4% | $145,922+55.5% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.2%+9.1pp | 80.3%+11.0pp |
| Annual return | 16.12% | 98.13%-82.0pp | 418.34%-402.2pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,646 | $5,286-68.9% | $4,933-66.6% | $4,660-64.7% |
| Participant deferral / active EE | $10,085 | $8,428+19.7% | $8,070+25.0% | $6,688+50.8% |
| Admin fee / account holder | $3,255 | $15,044-78.4% | $12,998-75.0% | $13,397-75.7% |