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 | $175,290 | $209,411-16.3% | $178,490-1.8% | $158,922+10.3% |
| Participation rate | 89.5% | 86.3%+3.1pp | 81.9%+7.5pp | 82.0%+7.5pp |
| Annual return | 14.48% | 188.75%-174.3pp | 151.07%-136.6pp | 302.83%-288.3pp |
| Employer contribution / active EE | $8,386 | $5,706+47.0% | $5,011+67.4% | $4,761+76.1% |
| Participant deferral / active EE | $2,383 | $5,954-60.0% | $5,202-54.2% | $5,982-60.2% |
| Admin fee / account holder | $13,886 | $17,074-18.7% | $13,984-0.7% | $11,246+23.5% |