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 9-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 | $159,952 | $201,272-20.5% | $184,203-13.2% | $145,922+9.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.69% | 29.00%-9.3pp | 28.81%-9.1pp | 561.29%-541.6pp |
| Employer contribution / active EE | $9,535 | $7,022+35.8% | $6,427+48.4% | $4,660+104.6% |
| Participant deferral / active EE | $8,208 | $9,806-16.3% | $9,131-10.1% | $6,688+22.7% |
| Admin fee / account holder | $554 | $16,364-96.6% | $13,901-96.0% | $13,397-95.9% |