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 | $162,137 | $202,318-19.9% | $172,739-6.1% | $152,861+6.1% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 20.91% | 1029.65%-1008.7pp | 802.84%-781.9pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,602 | $5,856-72.6% | $5,143-68.8% | $4,762-66.4% |
| Participant deferral / active EE | $7,319 | $5,948+23.0% | $5,198+40.8% | $5,850+25.1% |
| Admin fee / account holder | $10,485 | $17,109-38.7% | $13,954-24.9% | $11,596-9.6% |