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 | $27,334 | $42,894-36.3% | $60,874-55.1% | $68,494-60.1% |
| Participation rate | 96.2% | 66.8%+29.4pp | 73.1%+23.0pp | 67.9%+28.3pp |
| Annual return | -18.05% | -13.98%-4.1pp | 16.90%-34.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,089 | $2,867+251.9% | $3,817+164.3% | $4,027+150.5% |
| Admin fee / account holder | $403 | $3,101-87.0% | $3,224-87.5% | $5,403-92.5% |