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 | $139,886 | $159,901-12.5% | $146,958-4.8% | $145,922-4.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 12.58% | 98.13%-85.6pp | 418.34%-405.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $13,069 | $5,286+147.2% | $4,933+164.9% | $4,660+180.5% |
| Participant deferral / active EE | $9,312 | $8,428+10.5% | $8,070+15.4% | $6,688+39.2% |
| Admin fee / account holder | $1,052 | $15,044-93.0% | $12,998-91.9% | $13,397-92.1% |