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 | $30,725 | $77,813-60.5% | $123,544-75.1% | $64,186-52.1% |
| Participation rate | 81.0% | 74.7%+6.2pp | 82.3%-1.3pp | 69.6%+11.4pp |
| Annual return | -3.30% | 12.48%-15.8pp | 119.20%-122.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $2,013 | $3,014-33.2% | $4,628-56.5% | $2,381-15.4% |
| Participant deferral / active EE | $6,163 | $5,240+17.6% | $6,426-4.1% | $3,470+77.6% |
| Admin fee / account holder | $3,580 | $5,519-35.1% | $9,284-61.4% | $4,888-26.8% |