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 | $56,286 | $167,484-66.4% | $151,611-62.9% | $134,475-58.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.84% | 7.80%-28.6pp | 3.33%-24.2pp | 417.96%-438.8pp |
| Employer contribution / active EE | $6,003 | $6,829-12.1% | $6,166-2.6% | $4,740+26.6% |
| Participant deferral / active EE | $8,431 | $8,986-6.2% | $8,363+0.8% | $6,400+31.7% |
| Admin fee / account holder | $443 | $13,783-96.8% | $11,616-96.2% | $11,426-96.1% |