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 | $57,260 | $214,378-73.3% | $200,582-71.5% | $142,382-59.8% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 15.02% | 46.41%-31.4pp | 42.33%-27.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $6,018 | $6,841-12.0% | $6,419-6.2% | $4,299+40.0% |
| Participant deferral / active EE | $5,159 | $9,865-47.7% | $9,331-44.7% | $6,507-20.7% |
| Admin fee / account holder | $11,401 | $17,692-35.6% | $16,305-30.1% | $12,624-9.7% |