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 7-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 | $131,923 | $209,832-37.1% | $189,513-30.4% | $167,490-21.2% |
| Participation rate | 81.3% | 88.7%-7.4pp | 87.8%-6.6pp | 82.1%-0.9pp |
| Annual return | 24.22% | 748.27%-724.0pp | 555.15%-530.9pp | 478.56%-454.3pp |
| Employer contribution / active EE | $4,911 | $6,914-29.0% | $6,162-20.3% | $4,837+1.5% |
| Participant deferral / active EE | $11,022 | $8,935+23.4% | $8,221+34.1% | $6,341+73.8% |
| Admin fee / account holder | $350 | $14,293-97.6% | $12,045-97.1% | $12,309-97.2% |