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 4-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 | $121,247 | $95,266+27.3% | $82,389+47.2% | $142,382-14.8% |
| Participation rate | 84.6% | 74.5%+10.1pp | 69.5%+15.1pp | 80.1%+4.5pp |
| Annual return | 17.59% | 25.74%-8.1pp | 28.67%-11.1pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,490 | $2,991-50.2% | $2,517-40.8% | $4,299-65.3% |
| Participant deferral / active EE | $7,168 | $4,809+49.1% | $4,155+72.5% | $6,507+10.2% |
| Admin fee / account holder | $579 | $8,563-93.2% | $7,231-92.0% | $12,624-95.4% |