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 | $42,944 | $167,307-74.3% | $143,757-70.1% | $134,475-68.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -13.72% | 0.46%-14.2pp | -0.04%-13.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $1,754 | $5,619-68.8% | $4,951-64.6% | $4,740-63.0% |
| Participant deferral / active EE | $6,132 | $6,446-4.9% | $5,637+8.8% | $6,400-4.2% |
| Admin fee / account holder | $414 | $18,088-97.7% | $14,673-97.2% | $11,426-96.4% |