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 4-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 | $151,273 | $159,901-5.4% | $146,958+2.9% | $145,922+3.7% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 13.57% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $7,419 | $5,286+40.3% | $4,933+50.4% | $4,660+59.2% |
| Participant deferral / active EE | $13,637 | $8,428+61.8% | $8,070+69.0% | $6,688+103.9% |
| Admin fee / account holder | $779 | $15,044-94.8% | $12,998-94.0% | $13,397-94.2% |