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 | $28,391 | $73,867-61.6% | $143,757-80.3% | $68,494-58.5% |
| Participation rate | 93.9% | 66.7%+27.3pp | 80.3%+13.6pp | 67.9%+26.1pp |
| Annual return | -12.85% | 1.01%-13.9pp | -0.04%-12.8pp | -7.84%-5.0pp |
| Employer contribution / active EE | $864 | $3,184-72.9% | $4,951-82.5% | $2,596-66.7% |
| Participant deferral / active EE | $2,297 | $3,384-32.1% | $5,637-59.3% | $4,027-43.0% |
| Admin fee / account holder | $3,312 | $5,755-42.5% | $14,673-77.4% | $5,403-38.7% |