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 4-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 | $64,617 | $159,602-59.5% | $150,045-56.9% | $142,382-54.6% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 16.43% | 70.24%-53.8pp | 62.55%-46.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $4,114 | $4,961-17.1% | $4,693-12.3% | $4,299-4.3% |
| Participant deferral / active EE | $10,615 | $8,310+27.7% | $7,997+32.7% | $6,507+63.1% |
| Admin fee / account holder | $6,235 | $14,846-58.0% | $13,435-53.6% | $12,624-50.6% |