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 | $62,649 | $183,519-65.9% | $155,509-59.7% | $145,922-57.1% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 20.04% | 61.17%-41.1pp | 64.67%-44.6pp | 561.29%-541.2pp |
| Employer contribution / active EE | $16,402 | $5,313+208.7% | $4,672+251.0% | $4,660+252.0% |
| Participant deferral / active EE | $5,571 | $6,462-13.8% | $5,626-1.0% | $6,688-16.7% |
| Admin fee / account holder | $1,410 | $19,313-92.7% | $15,912-91.1% | $13,397-89.5% |