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 | $109,460 | $121,625-10.0% | $104,607+4.6% | $158,922-31.1% |
| Participation rate | 81.8% | 77.5%+4.3pp | 74.1%+7.7pp | 82.0%-0.1pp |
| Annual return | 7.65% | 465.26%-457.6pp | 340.46%-332.8pp | 302.83%-295.2pp |
| Employer contribution / active EE | $4,064 | $3,163+28.5% | $2,681+51.6% | $4,761-14.6% |
| Participant deferral / active EE | $4,785 | $4,177+14.5% | $3,740+28.0% | $5,982-20.0% |
| Admin fee / account holder | $794 | $7,787-89.8% | $6,473-87.7% | $11,246-92.9% |