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 6-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 | $33,929 | $82,664-59.0% | $125,339-72.9% | $68,494-50.5% |
| Participation rate | 71.4% | 75.0%-3.6pp | 82.4%-10.9pp | 67.9%+3.5pp |
| Annual return | -8.79% | -5.97%-2.8pp | 572.05%-580.8pp | -7.84%-0.9pp |
| Employer contribution / active EE | $3,506 | $3,381+3.7% | $4,814-27.2% | $2,596+35.0% |
| Participant deferral / active EE | $7,666 | $6,110+25.5% | $7,446+3.0% | $4,027+90.4% |
| Admin fee / account holder | $3,827 | $6,275-39.0% | $10,010-61.8% | $5,403-29.2% |