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 4-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 | $61,156 | $142,344-57.0% | $119,609-48.9% | $134,475-54.5% |
| Participation rate | 73.3% | 82.8%-9.5pp | 79.3%-5.9pp | 81.2%-7.9pp |
| Annual return | 0.00% | -12.44%+12.4pp | -14.97%+15.0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,230 | $5,222-38.1% | $4,232-23.7% | $4,740-31.8% |
| Participant deferral / active EE | $6,104 | $6,469-5.6% | $5,602+9.0% | $6,400-4.6% |
| Admin fee / account holder | $514 | $13,584-96.2% | $10,323-95.0% | $11,426-95.5% |