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 | $138,693 | $159,602-13.1% | $150,045-7.6% | $142,382-2.6% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 21.58% | 70.24%-48.7pp | 62.55%-41.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $5,102 | $4,961+2.9% | $4,693+8.7% | $4,299+18.7% |
| Participant deferral / active EE | $13,839 | $8,310+66.5% | $7,997+73.1% | $6,507+112.7% |
| Admin fee / account holder | $3,547 | $14,846-76.1% | $13,435-73.6% | $12,624-71.9% |