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 | $134,692 | $175,202-23.1% | $149,673-10.0% | $139,434-3.4% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 16.11% | 166.71%-150.6pp | 134.42%-118.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $2,853 | $5,474-47.9% | $4,818-40.8% | $4,751-39.9% |
| Participant deferral / active EE | $2,945 | $6,519-54.8% | $5,680-48.1% | $6,710-56.1% |
| Admin fee / account holder | $10,535 | $16,150-34.8% | $13,210-20.2% | $11,403-7.6% |