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 7-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 | $59,701 | $183,519-67.5% | $155,509-61.6% | $145,922-59.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 29.11% | 61.17%-32.1pp | 64.67%-35.6pp | 561.29%-532.2pp |
| Employer contribution / active EE | $6,156 | $5,313+15.9% | $4,672+31.8% | $4,660+32.1% |
| Participant deferral / active EE | $9,709 | $6,462+50.2% | $5,626+72.6% | $6,688+45.2% |
| Admin fee / account holder | $2,101 | $19,313-89.1% | $15,912-86.8% | $13,397-84.3% |