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 8-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 | $124,488 | $157,256-20.8% | $141,162-11.8% | $152,861-18.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 22.57% | 64.32%-41.8pp | 71.39%-48.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $6,343 | $5,261+20.6% | $4,735+34.0% | $4,762+33.2% |
| Participant deferral / active EE | $9,363 | $7,109+31.7% | $6,709+39.6% | $5,850+60.1% |
| Admin fee / account holder | $948 | $12,120-92.2% | $10,261-90.8% | $11,596-91.8% |