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 8-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 | $203,934 | $177,572+14.8% | $154,803+31.7% | $142,382+43.2% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.1%+0.5pp | 80.1%-1.5pp |
| Annual return | 15.87% | 65.07%-49.2pp | 58.88%-43.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $8,678 | $4,810+80.4% | $4,305+101.6% | $4,299+101.9% |
| Participant deferral / active EE | $7,680 | $6,272+22.5% | $5,540+38.6% | $6,507+18.0% |
| Admin fee / account holder | $696 | $16,786-95.9% | $14,329-95.1% | $12,624-94.5% |