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 | $146,207 | $202,318-27.7% | $172,739-15.4% | $152,861-4.4% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.4%+12.3pp |
| Annual return | 16.24% | 1029.65%-1013.4pp | 802.84%-786.6pp | 345.32%-329.1pp |
| Employer contribution / active EE | $2,351 | $5,856-59.8% | $5,143-54.3% | $4,762-50.6% |
| Participant deferral / active EE | $6,792 | $5,948+14.2% | $5,198+30.7% | $5,850+16.1% |
| Admin fee / account holder | $1,241 | $17,109-92.7% | $13,954-91.1% | $11,596-89.3% |