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 6-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 | $147,867 | $148,534-0.4% | $135,903+8.8% | $139,434+6.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 20.46% | 79.19%-58.7pp | 68.23%-47.8pp | 372.94%-352.5pp |
| Employer contribution / active EE | $21,290 | $5,243+306.1% | $4,856+338.4% | $4,751+348.1% |
| Participant deferral / active EE | $10,740 | $8,100+32.6% | $7,758+38.4% | $6,710+60.1% |
| Admin fee / account holder | $922 | $12,400-92.6% | $10,762-91.4% | $11,403-91.9% |