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 9-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 | $60,993 | $148,534-58.9% | $135,903-55.1% | $139,434-56.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 15.97% | 79.19%-63.2pp | 68.23%-52.3pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,019 | $5,243-61.5% | $4,856-58.4% | $4,751-57.5% |
| Participant deferral / active EE | $6,433 | $8,100-20.6% | $7,758-17.1% | $6,710-4.1% |
| Admin fee / account holder | $1,357 | $12,400-89.1% | $10,762-87.4% | $11,403-88.1% |