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 | $232,953 | $106,890+117.9% | $84,015+177.3% | $152,861+52.4% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.4%+6.4pp |
| Annual return | 14.17% | 104.99%-90.8pp | 71.31%-57.1pp | 345.32%-331.2pp |
| Employer contribution / active EE | $1,499 | $2,734-45.2% | $1,983-24.4% | $4,762-68.5% |
| Participant deferral / active EE | $4,179 | $4,011+4.2% | $3,239+29.0% | $5,850-28.6% |
| Admin fee / account holder | $7,656 | $8,285-7.6% | $6,101+25.5% | $11,596-34.0% |