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 | $138,781 | $109,881+26.3% | $150,045-7.5% | $84,808+63.6% |
| Participation rate | 94.8% | 76.1%+18.7pp | 82.3%+12.5pp | 68.3%+26.5pp |
| Annual return | 17.16% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $6,408 | $3,561+79.9% | $4,693+36.5% | $2,631+143.6% |
| Participant deferral / active EE | $8,810 | $6,636+32.8% | $7,997+10.2% | $4,212+109.2% |
| Admin fee / account holder | $1,337 | $8,568-84.4% | $13,435-90.0% | $7,344-81.8% |