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 | $151,887 | $138,347+9.8% | $184,203-17.5% | $80,856+87.8% |
| Participation rate | 89.9% | 83.9%+6.0pp | 86.8%+3.1pp | 67.6%+22.2pp |
| Annual return | 89.09% | 20.02%+69.1pp | 28.81%+60.3pp | 35.59%+53.5pp |
| Employer contribution / active EE | $5,253 | $4,850+8.3% | $6,427-18.3% | $2,755+90.7% |
| Participant deferral / active EE | $11,686 | $7,071+65.3% | $9,131+28.0% | $4,296+172.0% |
| Admin fee / account holder | $4,918 | $10,483-53.1% | $13,901-64.6% | $6,918-28.9% |