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 | $154,736 | $159,602-3.0% | $150,045+3.1% | $142,382+8.7% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.3%-5.9pp | 80.1%-3.6pp |
| Annual return | 15.15% | 70.24%-55.1pp | 62.55%-47.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $4,671 | $4,961-5.8% | $4,693-0.5% | $4,299+8.7% |
| Participant deferral / active EE | $14,191 | $8,310+70.8% | $7,997+77.5% | $6,507+118.1% |
| Admin fee / account holder | $34,987 | $14,846+135.7% | $13,435+160.4% | $12,624+177.1% |