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 | $44,591 | $167,307-73.3% | $143,757-69.0% | $134,475-66.8% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -13.27% | 0.46%-13.7pp | -0.04%-13.2pp | 417.96%-431.2pp |
| Employer contribution / active EE | $3,297 | $5,619-41.3% | $4,951-33.4% | $4,740-30.4% |
| Participant deferral / active EE | $5,081 | $6,446-21.2% | $5,637-9.9% | $6,400-20.6% |
| Admin fee / account holder | $2,279 | $18,088-87.4% | $14,673-84.5% | $11,426-80.1% |