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 10-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 | $43,605 | $82,286-47.0% | $68,791-36.6% | $134,475-67.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.06% | -2.19%-12.9pp | -6.38%-8.7pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,764 | $3,301-16.3% | $2,655+4.1% | $4,740-41.7% |
| Participant deferral / active EE | $5,377 | $4,739+13.5% | $3,941+36.4% | $6,400-16.0% |
| Admin fee / account holder | $1,377 | $6,481-78.8% | $4,932-72.1% | $11,426-88.0% |