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 9-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 | $41,780 | $167,484-75.1% | $151,611-72.4% | $134,475-68.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.25% | 7.80%-25.0pp | 3.33%-20.6pp | 417.96%-435.2pp |
| Employer contribution / active EE | $8,642 | $6,829+26.5% | $6,166+40.2% | $4,740+82.3% |
| Participant deferral / active EE | $5,375 | $8,986-40.2% | $8,363-35.7% | $6,400-16.0% |
| Admin fee / account holder | $2,300 | $13,783-83.3% | $11,616-80.2% | $11,426-79.9% |