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 5-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 | $63,793 | $177,572-64.1% | $154,803-58.8% | $142,382-55.2% |
| Participation rate | 86.4% | 82.1%+4.3pp | 78.1%+8.3pp | 80.1%+6.2pp |
| Annual return | 83.13% | 65.07%+18.1pp | 58.88%+24.2pp | 217.08%-133.9pp |
| Employer contribution / active EE | $2,739 | $4,810-43.1% | $4,305-36.4% | $4,299-36.3% |
| Participant deferral / active EE | $6,782 | $6,272+8.1% | $5,540+22.4% | $6,507+4.2% |
| Admin fee / account holder | $1,160 | $16,786-93.1% | $14,329-91.9% | $12,624-90.8% |