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 5-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 | $34,314 | $133,958-74.4% | $112,228-69.4% | $134,475-74.5% |
| Participation rate | 92.3% | 78.6%+13.8pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -20.47% | 47.11%-67.6pp | 27.45%-47.9pp | 417.96%-438.4pp |
| Employer contribution / active EE | $2,923 | $4,038-27.6% | $3,635-19.6% | $4,740-38.3% |
| Participant deferral / active EE | $3,740 | $5,291-29.3% | $4,728-20.9% | $6,400-41.6% |
| Admin fee / account holder | $4,871 | $7,489-35.0% | $6,410-24.0% | $11,426-57.4% |