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 | $107,007 | $159,901-33.1% | $146,958-27.2% | $145,922-26.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 13.48% | 98.13%-84.7pp | 418.34%-404.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $7,945 | $5,286+50.3% | $4,933+61.1% | $4,660+70.5% |
| Participant deferral / active EE | $16,022 | $8,428+90.1% | $8,070+98.5% | $6,688+139.6% |
| Admin fee / account holder | $9,051 | $15,044-39.8% | $12,998-30.4% | $13,397-32.4% |