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 | $89,904 | $109,982-18.3% | $97,226-7.5% | $145,922-38.4% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 8.21% | 242.90%-234.7pp | 75.13%-66.9pp | 561.29%-553.1pp |
| Employer contribution / active EE | $3,625 | $3,084+17.5% | $2,729+32.8% | $4,660-22.2% |
| Participant deferral / active EE | $7,249 | $4,676+55.0% | $4,264+70.0% | $6,688+8.4% |
| Admin fee / account holder | $181,906 | $6,221+2824.3% | $5,654+3117.6% | $13,397+1257.8% |