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 6-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 | $109,338 | $159,602-31.5% | $150,045-27.1% | $142,382-23.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 19.94% | 70.24%-50.3pp | 62.55%-42.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $11,863 | $4,961+139.2% | $4,693+152.8% | $4,299+175.9% |
| Participant deferral / active EE | $8,144 | $8,310-2.0% | $7,997+1.8% | $6,507+25.2% |
| Admin fee / account holder | $721 | $14,846-95.1% | $13,435-94.6% | $12,624-94.3% |