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 | $32,897 | $49,177-33.1% | $79,464-58.6% | $64,186-48.7% |
| Participation rate | 74.7% | 65.0%+9.7pp | 73.3%+1.3pp | 69.6%+5.1pp |
| Annual return | -5.21% | -1.16%-4.1pp | 718.14%-723.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,229 | $2,076-40.8% | $2,800-56.1% | $2,381-48.4% |
| Participant deferral / active EE | $4,168 | $2,821+47.7% | $3,704+12.5% | $3,470+20.1% |
| Admin fee / account holder | $6,168 | $3,839+60.7% | $5,113+20.6% | $4,888+26.2% |