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 | $159,655 | $98,750+61.7% | $149,696+6.7% | $79,858+99.9% |
| Participation rate | 91.8% | 75.8%+16.0pp | 82.5%+9.3pp | 69.6%+22.2pp |
| Annual return | 14.43% | 27.43%-13.0pp | 276.60%-262.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $3,902 | $3,216+21.3% | $4,644-16.0% | $2,471+57.9% |
| Participant deferral / active EE | $7,681 | $5,680+35.2% | $6,842+12.3% | $3,740+105.4% |
| Admin fee / account holder | $4,190 | $6,053-30.8% | $9,309-55.0% | $5,306-21.0% |