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 4-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 | $50,381 | $159,602-68.4% | $150,045-66.4% | $142,382-64.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 19.71% | 70.24%-50.5pp | 62.55%-42.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $5,506 | $4,961+11.0% | $4,693+17.3% | $4,299+28.1% |
| Participant deferral / active EE | $10,940 | $8,310+31.6% | $7,997+36.8% | $6,507+68.1% |
| Admin fee / account holder | $19,079 | $14,846+28.5% | $13,435+42.0% | $12,624+51.1% |