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 | $62,216 | $165,335-62.4% | $149,696-58.4% | $158,922-60.9% |
| Participation rate | 95.7% | 84.6%+11.1pp | 82.5%+13.2pp | 82.0%+13.7pp |
| Annual return | 74.63% | 348.15%-273.5pp | 276.60%-202.0pp | 302.83%-228.2pp |
| Employer contribution / active EE | $5,512 | $5,103+8.0% | $4,644+18.7% | $4,761+15.8% |
| Participant deferral / active EE | $10,883 | $7,181+51.6% | $6,842+59.1% | $5,982+81.9% |
| Admin fee / account holder | $3,695 | $10,807-65.8% | $9,309-60.3% | $11,246-67.1% |