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 3-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 | $231,335 | $214,378+7.9% | $200,582+15.3% | $142,382+62.5% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 23.15% | 46.41%-23.3pp | 42.33%-19.2pp | 217.08%-193.9pp |
| Employer contribution / active EE | $4,231 | $6,841-38.2% | $6,419-34.1% | $4,299-1.6% |
| Participant deferral / active EE | $19,711 | $9,865+99.8% | $9,331+111.2% | $6,507+202.9% |
| Admin fee / account holder | $444 | $17,692-97.5% | $16,305-97.3% | $12,624-96.5% |