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 | $89,112 | $159,602-44.2% | $150,045-40.6% | $142,382-37.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 16.03% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $8,153 | $4,961+64.3% | $4,693+73.7% | $4,299+89.6% |
| Participant deferral / active EE | $20,214 | $8,310+143.2% | $7,997+152.8% | $6,507+210.6% |
| Admin fee / account holder | $1,563 | $14,846-89.5% | $13,435-88.4% | $12,624-87.6% |