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 10-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 | $149,806 | $103,376+44.9% | $87,100+72.0% | $152,861-2.0% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 50.16% | 28.10%+22.1pp | 28.19%+22.0pp | 345.32%-295.2pp |
| Employer contribution / active EE | $3,080 | $3,220-4.4% | $2,521+22.1% | $4,762-35.3% |
| Participant deferral / active EE | $6,878 | $4,778+44.0% | $4,049+69.9% | $5,850+17.6% |
| Admin fee / account holder | $265,568 | $12,205+2075.9% | $7,497+3442.5% | $11,596+2190.1% |