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 6-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 | $60,058 | $159,602-62.4% | $150,045-60.0% | $142,382-57.8% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.3%+2.7pp | 80.1%+4.9pp |
| Annual return | 18.94% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $4,388 | $4,961-11.5% | $4,693-6.5% | $4,299+2.1% |
| Participant deferral / active EE | $8,661 | $8,310+4.2% | $7,997+8.3% | $6,507+33.1% |
| Admin fee / account holder | $4,433 | $14,846-70.1% | $13,435-67.0% | $12,624-64.9% |