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 | $23,117 | $167,307-86.2% | $143,757-83.9% | $134,475-82.8% |
| Participation rate | 82.6% | 84.8%-2.2pp | 80.3%+2.3pp | 81.2%+1.4pp |
| Annual return | -17.72% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $4,430 | $5,619-21.2% | $4,951-10.5% | $4,740-6.5% |
| Participant deferral / active EE | $7,001 | $6,446+8.6% | $5,637+24.2% | $6,400+9.4% |
| Admin fee / account holder | $371 | $18,088-97.9% | $14,673-97.5% | $11,426-96.8% |