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 5-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 | $249,706 | $159,901+56.2% | $146,958+69.9% | $145,922+71.1% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 9.71% | 98.13%-88.4pp | 418.34%-408.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $3,329 | $5,286-37.0% | $4,933-32.5% | $4,660-28.6% |
| Participant deferral / active EE | $9,519 | $8,428+12.9% | $8,070+18.0% | $6,688+42.3% |
| Admin fee / account holder | $13,306 | $15,044-11.6% | $12,998+2.4% | $13,397-0.7% |