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 7-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 | $33,235 | $93,024-64.3% | $77,024-56.9% | $134,475-75.3% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -19.38% | 62.60%-82.0pp | 42.32%-61.7pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,087 | $3,418-38.9% | $2,812-25.8% | $4,740-56.0% |
| Participant deferral / active EE | $6,122 | $5,238+16.9% | $4,426+38.3% | $6,400-4.3% |
| Admin fee / account holder | $364 | $6,944-94.8% | $5,425-93.3% | $11,426-96.8% |