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 5-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 | $119,272 | $106,584+11.9% | $101,326+17.7% | $142,382-16.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.86% | 36.93%-18.1pp | 36.82%-18.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,307 | $3,956-41.7% | $3,665-37.1% | $4,299-46.3% |
| Participant deferral / active EE | $26,167 | $8,297+215.4% | $7,994+227.3% | $6,507+302.1% |
| Admin fee / account holder | $1,440 | $11,446-87.4% | $11,185-87.1% | $12,624-88.6% |