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 8-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 | $54,372 | $148,534-63.4% | $135,903-60.0% | $139,434-61.0% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 34.53% | 79.19%-44.7pp | 68.23%-33.7pp | 372.94%-338.4pp |
| Employer contribution / active EE | $3,874 | $5,243-26.1% | $4,856-20.2% | $4,751-18.4% |
| Participant deferral / active EE | $11,939 | $8,100+47.4% | $7,758+53.9% | $6,710+77.9% |
| Admin fee / account holder | $1,795 | $12,400-85.5% | $10,762-83.3% | $11,403-84.3% |