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 | $53,020 | $159,602-66.8% | $150,045-64.7% | $142,382-62.8% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 13.85% | 70.24%-56.4pp | 62.55%-48.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $3,526 | $4,961-28.9% | $4,693-24.9% | $4,299-18.0% |
| Participant deferral / active EE | $5,036 | $8,310-39.4% | $7,997-37.0% | $6,507-22.6% |
| Admin fee / account holder | $11,847 | $14,846-20.2% | $13,435-11.8% | $12,624-6.2% |