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 7-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 | $86,523 | $148,534-41.7% | $135,903-36.3% | $139,434-37.9% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.2pp |
| Annual return | 37.89% | 79.19%-41.3pp | 68.23%-30.3pp | 372.94%-335.1pp |
| Employer contribution / active EE | $3,135 | $5,243-40.2% | $4,856-35.5% | $4,751-34.0% |
| Participant deferral / active EE | $7,634 | $8,100-5.8% | $7,758-1.6% | $6,710+13.8% |
| Admin fee / account holder | $375 | $12,400-97.0% | $10,762-96.5% | $11,403-96.7% |