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 4-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 | $83,872 | $202,432-58.6% | $169,368-50.5% | $139,434-39.8% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 826.95% | 531.74%+295.2pp | 405.60%+421.3pp | 372.94%+454.0pp |
| Employer contribution / active EE | $2,412 | $4,692-48.6% | $4,013-39.9% | $4,751-49.2% |
| Participant deferral / active EE | $6,745 | $6,938-2.8% | $6,221+8.4% | $6,710+0.5% |
| Admin fee / account holder | $1,172 | $10,708-89.1% | $9,003-87.0% | $11,403-89.7% |