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 6-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 | $151,341 | $159,901-5.4% | $146,958+3.0% | $145,922+3.7% |
| Participation rate | 81.0% | 84.0%-3.0pp | 82.2%-1.2pp | 80.3%+0.7pp |
| Annual return | 12.13% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $3,958 | $5,286-25.1% | $4,933-19.8% | $4,660-15.1% |
| Participant deferral / active EE | $8,203 | $8,428-2.7% | $8,070+1.7% | $6,688+22.7% |
| Admin fee / account holder | $1,019 | $15,044-93.2% | $12,998-92.2% | $13,397-92.4% |