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 6-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 | $185,266 | $214,378-13.6% | $200,582-7.6% | $142,382+30.1% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 18.10% | 46.41%-28.3pp | 42.33%-24.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $12,929 | $6,841+89.0% | $6,419+101.4% | $4,299+200.7% |
| Participant deferral / active EE | $16,004 | $9,865+62.2% | $9,331+71.5% | $6,507+145.9% |
| Admin fee / account holder | $933 | $17,692-94.7% | $16,305-94.3% | $12,624-92.6% |