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 | $141,672 | $124,319+14.0% | $111,297+27.3% | $167,490-15.4% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 15.00% | 37.44%-22.4pp | 54.65%-39.7pp | 478.56%-463.6pp |
| Employer contribution / active EE | $5,053 | $3,435+47.1% | $2,731+85.0% | $4,837+4.5% |
| Participant deferral / active EE | $11,702 | $5,180+125.9% | $4,487+160.8% | $6,341+84.5% |
| Admin fee / account holder | $275,987 | $10,618+2499.3% | $7,964+3365.5% | $12,309+2142.2% |