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 | $119,357 | $114,381+4.3% | $107,525+11.0% | $142,382-16.2% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.1%+19.9pp | 80.1%+14.9pp |
| Annual return | 18.29% | 242.71%-224.4pp | 181.32%-163.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $5,861 | $4,015+46.0% | $3,754+56.1% | $4,299+36.3% |
| Participant deferral / active EE | $11,880 | $5,564+113.5% | $5,116+132.2% | $6,507+82.6% |
| Admin fee / account holder | $1,543 | $9,860-84.3% | $8,919-82.7% | $12,624-87.8% |