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 | $151,352 | $86,286+75.4% | $111,297+36.0% | $85,850+76.3% |
| Participation rate | 81.3% | 73.3%+7.9pp | 77.3%+3.9pp | 69.3%+11.9pp |
| Annual return | 18.07% | 19.99%-1.9pp | 54.65%-36.6pp | 318.53%-300.5pp |
| Employer contribution / active EE | $2,785 | $2,043+36.3% | $2,731+2.0% | $2,565+8.6% |
| Participant deferral / active EE | $4,991 | $3,641+37.1% | $4,487+11.2% | $3,952+26.3% |
| Admin fee / account holder | $2,513 | $8,188-69.3% | $7,964-68.5% | $6,260-59.9% |