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 8-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 | $26,604 | $82,664-67.8% | $125,339-78.8% | $68,494-61.2% |
| Participation rate | 75.4% | 75.0%+0.3pp | 82.4%-7.0pp | 67.9%+7.5pp |
| Annual return | -9.95% | -5.97%-4.0pp | 572.05%-582.0pp | -7.84%-2.1pp |
| Employer contribution / active EE | $2,314 | $3,381-31.6% | $4,814-51.9% | $2,596-10.9% |
| Participant deferral / active EE | $7,858 | $6,110+28.6% | $7,446+5.5% | $4,027+95.1% |
| Admin fee / account holder | $9,517 | $6,275+51.7% | $10,010-4.9% | $5,403+76.2% |