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 | $51,526 | $73,933-30.3% | $96,683-46.7% | $75,163-31.4% |
| Participation rate | 75.0% | 66.4%+8.6pp | 74.3%+0.7pp | 67.2%+7.8pp |
| Annual return | 20.38% | 26.70%-6.3pp | 35.69%-15.3pp | 160.62%-140.2pp |
| Employer contribution / active EE | $3,956 | $2,928+35.1% | $3,737+5.9% | $2,670+48.2% |
| Participant deferral / active EE | $7,339 | $3,659+100.6% | $4,878+50.4% | $4,125+77.9% |
| Admin fee / account holder | $462 | $5,216-91.1% | $6,730-93.1% | $5,651-91.8% |