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 | $67,837 | $64,707+4.8% | $112,228-39.6% | $68,494-1.0% |
| Participation rate | 77.9% | 67.2%+10.8pp | 75.1%+2.8pp | 67.9%+10.0pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.45%-27.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,530 | $2,746-44.3% | $3,635-57.9% | $2,596-41.1% |
| Participant deferral / active EE | $4,025 | $3,565+12.9% | $4,728-14.9% | $4,027-0.1% |
| Admin fee / account holder | $1,647 | $5,232-68.5% | $6,410-74.3% | $5,403-69.5% |