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 | $51,945 | $131,829-60.6% | $108,579-52.2% | $273,961-81.0% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 9.16% | -91.57%+100.7pp | -51.70%+60.9pp | 41.45%-32.3pp |
| Employer contribution / active EE | $1,297 | $4,912-73.6% | $3,758-65.5% | $4,869-73.4% |
| Participant deferral / active EE | $1,944 | $5,127-62.1% | $4,311-54.9% | $5,287-63.2% |
| Admin fee / account holder | $1,330 | $10,252-87.0% | $7,645-82.6% | $10,132-86.9% |