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 | $135,419 | $159,602-15.2% | $150,045-9.7% | $142,382-4.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 14.38% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,295 | $4,961-73.9% | $4,693-72.4% | $4,299-69.9% |
| Participant deferral / active EE | $10,869 | $8,310+30.8% | $7,997+35.9% | $6,507+67.0% |
| Admin fee / account holder | $1,379 | $14,846-90.7% | $13,435-89.7% | $12,624-89.1% |