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 10-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 | $51,590 | $167,307-69.2% | $143,757-64.1% | $134,475-61.6% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -18.09% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,929 | $5,619-65.7% | $4,951-61.0% | $4,740-59.3% |
| Participant deferral / active EE | $4,048 | $6,446-37.2% | $5,637-28.2% | $6,400-36.7% |
| Admin fee / account holder | $7,028 | $18,088-61.1% | $14,673-52.1% | $11,426-38.5% |