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 | $164,193 | $159,602+2.9% | $150,045+9.4% | $142,382+15.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 13.19% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $5,652 | $4,961+13.9% | $4,693+20.4% | $4,299+31.5% |
| Participant deferral / active EE | $20,301 | $8,310+144.3% | $7,997+153.9% | $6,507+212.0% |
| Admin fee / account holder | $40,465 | $14,846+172.6% | $13,435+201.2% | $12,624+220.5% |