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 4-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 | $108,472 | $117,983-8.1% | $101,794+6.6% | $142,382-23.8% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.2%+24.1pp | 80.1%+13.2pp |
| Annual return | 20.22% | 36.92%-16.7pp | 30.53%-10.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,321 | $2,773-16.3% | $2,289+1.4% | $4,299-46.0% |
| Participant deferral / active EE | $8,318 | $4,714+76.5% | $4,084+103.7% | $6,507+27.8% |
| Admin fee / account holder | $750 | $10,433-92.8% | $8,777-91.5% | $12,624-94.1% |