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 | $76,054 | $159,901-52.4% | $146,958-48.2% | $145,922-47.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 19.91% | 98.13%-78.2pp | 418.34%-398.4pp | 561.29%-541.4pp |
| Employer contribution / active EE | $3,487 | $5,286-34.0% | $4,933-29.3% | $4,660-25.2% |
| Participant deferral / active EE | $7,323 | $8,428-13.1% | $8,070-9.3% | $6,688+9.5% |
| Admin fee / account holder | $5,610 | $15,044-62.7% | $12,998-56.8% | $13,397-58.1% |