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 | $107,918 | $159,901-32.5% | $146,958-26.6% | $145,922-26.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 14.33% | 98.13%-83.8pp | 418.34%-404.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $4,580 | $5,286-13.4% | $4,933-7.2% | $4,660-1.7% |
| Participant deferral / active EE | $14,891 | $8,428+76.7% | $8,070+84.5% | $6,688+122.7% |
| Admin fee / account holder | $379 | $15,044-97.5% | $12,998-97.1% | $13,397-97.2% |