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 10-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 | $176,530 | $290,732-39.3% | $200,582-12.0% | - |
| Participation rate | 93.9% | 83.9%+10.0pp | 86.9%+7.1pp | - |
| Annual return | 20.24% | 14.10%+6.1pp | 42.33%-22.1pp | - |
| Employer contribution / active EE | $10,592 | $5,017+111.1% | $6,419+65.0% | - |
| Participant deferral / active EE | $19,037 | $8,241+131.0% | $9,331+104.0% | - |
| Admin fee / account holder | $23,889 | $8,656+176.0% | $16,305+46.5% | - |