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 | $36,108 | $167,307-78.4% | $143,757-74.9% | $134,475-73.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -14.25% | 0.46%-14.7pp | -0.04%-14.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,057 | $5,619-63.4% | $4,951-58.5% | $4,740-56.6% |
| Participant deferral / active EE | $6,199 | $6,446-3.8% | $5,637+10.0% | $6,400-3.1% |
| Admin fee / account holder | $23,804 | $18,088+31.6% | $14,673+62.2% | $11,426+108.3% |