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 | $23,860 | $73,867-67.7% | $143,757-83.4% | $68,494-65.2% |
| Participation rate | 92.5% | 66.7%+25.8pp | 80.3%+12.2pp | 67.9%+24.6pp |
| Annual return | -7.31% | 1.01%-8.3pp | -0.04%-7.3pp | -7.84%+0.5pp |
| Employer contribution / active EE | $2,591 | $3,184-18.6% | $4,951-47.7% | $2,596-0.2% |
| Participant deferral / active EE | $1,789 | $3,384-47.2% | $5,637-68.3% | $4,027-55.6% |
| Admin fee / account holder | $18,954 | $5,755+229.4% | $14,673+29.2% | $5,403+250.8% |