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 | $32,927 | $90,590-63.7% | $90,782-63.7% | $135,375-75.7% |
| Participation rate | 73.3% | 83.7%-10.4pp | 82.7%-9.3pp | 82.6%-9.3pp |
| Annual return | -3.30% | -3.40%+0.1pp | -3.42%+0.1pp | 519.73%-523.0pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $4,105-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,844 | $5,407-10.4% | $5,366-9.7% | $5,609-13.6% |
| Admin fee / account holder | $15,471 | $7,683+101.4% | $5,908+161.9% | $10,827+42.9% |