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 9-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 | $66,556 | $159,602-58.3% | $150,045-55.6% | $142,382-53.3% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 15.01% | 70.24%-55.2pp | 62.55%-47.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $6,703 | $4,961+35.1% | $4,693+42.8% | $4,299+55.9% |
| Participant deferral / active EE | $9,333 | $8,310+12.3% | $7,997+16.7% | $6,507+43.4% |
| Admin fee / account holder | $13,242 | $14,846-10.8% | $13,435-1.4% | $12,624+4.9% |