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 8-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 | $110,743 | $175,202-36.8% | $149,673-26.0% | $139,434-20.6% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 23.25% | 166.71%-143.5pp | 134.42%-111.2pp | 372.94%-349.7pp |
| Employer contribution / active EE | $8,100 | $5,474+48.0% | $4,818+68.1% | $4,751+70.5% |
| Participant deferral / active EE | $14,868 | $6,519+128.1% | $5,680+161.8% | $6,710+121.6% |
| Admin fee / account holder | $543 | $16,150-96.6% | $13,210-95.9% | $11,403-95.2% |