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 | $129,690 | $106,515+21.8% | $96,683+34.1% | $139,434-7.0% |
| Participation rate | 85.0% | 77.8%+7.2pp | 74.3%+10.7pp | 80.3%+4.7pp |
| Annual return | 22.36% | 38.43%-16.1pp | 35.69%-13.3pp | 372.94%-350.6pp |
| Employer contribution / active EE | $2,904 | $4,103-29.2% | $3,737-22.3% | $4,751-38.9% |
| Participant deferral / active EE | $7,301 | $5,454+33.9% | $4,878+49.7% | $6,710+8.8% |
| Admin fee / account holder | $1,685 | $7,877-78.6% | $6,730-75.0% | $11,403-85.2% |