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 | $208,491 | $159,602+30.6% | $150,045+39.0% | $142,382+46.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 15.80% | 70.24%-54.4pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $10,195 | $4,961+105.5% | $4,693+117.2% | $4,299+137.1% |
| Participant deferral / active EE | $7,015 | $8,310-15.6% | $7,997-12.3% | $6,507+7.8% |
| Admin fee / account holder | $93,456 | $14,846+529.5% | $13,435+595.6% | $12,624+640.3% |