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 10-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 | $132,901 | $159,901-16.9% | $146,958-9.6% | $145,922-8.9% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 30.99% | 98.13%-67.1pp | 418.34%-387.3pp | 561.29%-530.3pp |
| Employer contribution / active EE | $3,509 | $5,286-33.6% | $4,933-28.9% | $4,660-24.7% |
| Participant deferral / active EE | $10,136 | $8,428+20.3% | $8,070+25.6% | $6,688+51.6% |
| Admin fee / account holder | $168,279 | $15,044+1018.6% | $12,998+1194.6% | $13,397+1156.1% |