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 8-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 | $15,565 | $82,286-81.1% | $68,791-77.4% | $134,475-88.4% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.0%+11.0pp | 81.2%-1.2pp |
| Annual return | -14.01% | -2.19%-11.8pp | -6.38%-7.6pp | 417.96%-432.0pp |
| Employer contribution / active EE | $2,708 | $3,301-18.0% | $2,655+2.0% | $4,740-42.9% |
| Participant deferral / active EE | $4,378 | $4,739-7.6% | $3,941+11.1% | $6,400-31.6% |
| Admin fee / account holder | $2,808 | $6,481-56.7% | $4,932-43.1% | $11,426-75.4% |