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 8-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 | $29,648 | $81,900-63.8% | $119,609-75.2% | $68,494-56.7% |
| Participation rate | 87.0% | 71.9%+15.1pp | 79.3%+7.8pp | 67.9%+19.1pp |
| Annual return | -17.95% | -23.82%+5.9pp | -14.97%-3.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,553 | $2,693-5.2% | $4,232-39.7% | $2,596-1.7% |
| Participant deferral / active EE | $4,161 | $4,148+0.3% | $5,602-25.7% | $4,027+3.3% |
| Admin fee / account holder | $1,365 | $6,582-79.3% | $10,323-86.8% | $5,403-74.7% |