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 9-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 | $132,595 | $177,572-25.3% | $154,803-14.3% | $142,382-6.9% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 21.91% | 65.07%-43.2pp | 58.88%-37.0pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,487 | $4,810-48.3% | $4,305-42.2% | $4,299-42.2% |
| Participant deferral / active EE | $9,455 | $6,272+50.8% | $5,540+70.7% | $6,507+45.3% |
| Admin fee / account holder | $321 | $16,786-98.1% | $14,329-97.8% | $12,624-97.5% |