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 | $107,943 | $214,378-49.6% | $200,582-46.2% | $142,382-24.2% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 17.85% | 46.41%-28.6pp | 42.33%-24.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $11,908 | $6,841+74.1% | $6,419+85.5% | $4,299+177.0% |
| Participant deferral / active EE | $24,382 | $9,865+147.2% | $9,331+161.3% | $6,507+274.7% |
| Admin fee / account holder | $27,143 | $17,692+53.4% | $16,305+66.5% | $12,624+115.0% |