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 3-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 | $184,445 | $159,602+15.6% | $150,045+22.9% | $142,382+29.5% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 17.53% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,965 | $4,961-40.2% | $4,693-36.8% | $4,299-31.0% |
| Participant deferral / active EE | $16,183 | $8,310+94.7% | $7,997+102.4% | $6,507+148.7% |
| Admin fee / account holder | $33,136 | $14,846+123.2% | $13,435+146.6% | $12,624+162.5% |