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 7-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 | $128,609 | $117,983+9.0% | $101,794+26.3% | $142,382-9.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.99% | 36.92%-22.9pp | 30.53%-16.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,974 | $2,773+7.3% | $2,289+29.9% | $4,299-30.8% |
| Participant deferral / active EE | $4,050 | $4,714-14.1% | $4,084-0.8% | $6,507-37.8% |
| Admin fee / account holder | $981 | $10,433-90.6% | $8,777-88.8% | $12,624-92.2% |