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 | $131,801 | $159,901-17.6% | $146,958-10.3% | $145,922-9.7% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.2%-9.9pp | 80.3%-8.1pp |
| Annual return | 18.54% | 98.13%-79.6pp | 418.34%-399.8pp | 561.29%-542.7pp |
| Employer contribution / active EE | $20,694 | $5,286+291.5% | $4,933+319.5% | $4,660+344.1% |
| Participant deferral / active EE | $12,295 | $8,428+45.9% | $8,070+52.4% | $6,688+83.8% |
| Admin fee / account holder | $599 | $15,044-96.0% | $12,998-95.4% | $13,397-95.5% |