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 5-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 | $134,593 | $159,602-15.7% | $150,045-10.3% | $142,382-5.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 33.41% | 70.24%-36.8pp | 62.55%-29.1pp | 217.08%-183.7pp |
| Employer contribution / active EE | $11,822 | $4,961+138.3% | $4,693+151.9% | $4,299+175.0% |
| Participant deferral / active EE | $16,875 | $8,310+103.1% | $7,997+111.0% | $6,507+159.3% |
| Admin fee / account holder | $897 | $14,846-94.0% | $13,435-93.3% | $12,624-92.9% |