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 | $132,299 | $179,726-26.4% | $156,263-15.3% | $142,382-7.1% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 14.99% | 77.86%-62.9pp | 59.47%-44.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $5,039 | $5,069-0.6% | $4,333+16.3% | $4,299+17.2% |
| Participant deferral / active EE | $11,104 | $6,956+59.6% | $6,158+80.3% | $6,507+70.6% |
| Admin fee / account holder | $4,971 | $17,272-71.2% | $14,255-65.1% | $12,624-60.6% |