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 5-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 | $54,695 | $142,344-61.6% | $119,609-54.3% | $134,475-59.3% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.3%+14.1pp | 81.2%+12.1pp |
| Annual return | -17.12% | -12.44%-4.7pp | -14.97%-2.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,511 | $5,222-51.9% | $4,232-40.7% | $4,740-47.0% |
| Participant deferral / active EE | $8,775 | $6,469+35.6% | $5,602+56.6% | $6,400+37.1% |
| Admin fee / account holder | $544 | $13,584-96.0% | $10,323-94.7% | $11,426-95.2% |