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 | $39,034 | $100,754-61.3% | $86,677-55.0% | $134,475-71.0% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | -16.68% | 29.04%-45.7pp | 35.91%-52.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,149 | $3,489-9.8% | $2,836+11.0% | $4,740-33.6% |
| Participant deferral / active EE | $5,392 | $5,338+1.0% | $4,656+15.8% | $6,400-15.7% |
| Admin fee / account holder | $1,825 | $10,926-83.3% | $7,493-75.6% | $11,426-84.0% |