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 5-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 | $22,778 | $59,107-61.5% | $86,436-73.6% | $68,494-66.7% |
| Participation rate | 81.1% | 75.2%+5.8pp | 80.3%+0.8pp | 67.9%+13.2pp |
| Annual return | -16.21% | -0.23%-16.0pp | 4394.89%-4411.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,466 | $5,901+111.2% | $6,952+79.3% | $4,027+209.5% |
| Admin fee / account holder | $3,344 | $5,637-40.7% | $6,731-50.3% | $5,403-38.1% |