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 | $185,197 | $78,422+136.2% | $95,952+93.0% | $79,858+131.9% |
| Participation rate | 72.7% | 73.5%-0.8pp | 77.1%-4.3pp | 69.6%+3.1pp |
| Annual return | 19.96% | 19.37%+0.6pp | 91.61%-71.7pp | 31.71%-11.8pp |
| Employer contribution / active EE | $2,169 | $1,945+11.5% | $2,541-14.6% | $2,471-12.2% |
| Participant deferral / active EE | $6,183 | $3,440+79.7% | $4,167+48.4% | $3,740+65.3% |
| Admin fee / account holder | $20,123 | $5,622+257.9% | $6,795+196.1% | $5,306+279.2% |