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 | $89,180 | $177,572-49.8% | $154,803-42.4% | $142,382-37.4% |
| Participation rate | 91.3% | 82.1%+9.2pp | 78.1%+13.2pp | 80.1%+11.2pp |
| Annual return | 18.94% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,493 | $4,810-48.2% | $4,305-42.1% | $4,299-42.0% |
| Participant deferral / active EE | $5,196 | $6,272-17.2% | $5,540-6.2% | $6,507-20.2% |
| Admin fee / account holder | $744 | $16,786-95.6% | $14,329-94.8% | $12,624-94.1% |