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 6-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 | $39,079 | $133,958-70.8% | $112,228-65.2% | $134,475-70.9% |
| Participation rate | 76.5% | 78.6%-2.1pp | 75.1%+1.4pp | 81.2%-4.8pp |
| Annual return | -19.48% | 47.11%-66.6pp | 27.45%-46.9pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,704 | $4,038-57.8% | $3,635-53.1% | $4,740-64.1% |
| Participant deferral / active EE | $6,242 | $5,291+18.0% | $4,728+32.0% | $6,400-2.5% |
| Admin fee / account holder | $1,257 | $7,489-83.2% | $6,410-80.4% | $11,426-89.0% |