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 | $122,814 | $159,602-23.0% | $150,045-18.1% | $142,382-13.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.03% | 70.24%-56.2pp | 62.55%-48.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $6,202 | $4,961+25.0% | $4,693+32.1% | $4,299+44.3% |
| Participant deferral / active EE | $15,227 | $8,310+83.2% | $7,997+90.4% | $6,507+134.0% |
| Admin fee / account holder | $17,858 | $14,846+20.3% | $13,435+32.9% | $12,624+41.5% |