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 | $16,001 | $73,867-78.3% | $143,757-88.9% | $68,494-76.6% |
| Participation rate | 78.6% | 66.7%+11.9pp | 80.3%-1.7pp | 67.9%+10.7pp |
| Annual return | -16.37% | 1.01%-17.4pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,341 | $3,184-57.9% | $4,951-72.9% | $2,596-48.3% |
| Participant deferral / active EE | $2,415 | $3,384-28.6% | $5,637-57.2% | $4,027-40.0% |
| Admin fee / account holder | $491 | $5,755-91.5% | $14,673-96.7% | $5,403-90.9% |