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 5-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 | $52,306 | $159,901-67.3% | $146,958-64.4% | $145,922-64.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 13.95% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,755 | $5,286-29.0% | $4,933-23.9% | $4,660-19.4% |
| Participant deferral / active EE | $9,621 | $8,428+14.2% | $8,070+19.2% | $6,688+43.9% |
| Admin fee / account holder | $18,667 | $15,044+24.1% | $12,998+43.6% | $13,397+39.3% |