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 | $30,077 | $117,690-74.4% | $71,735-58.1% | $134,475-77.6% |
| Participation rate | 90.0% | 68.8%+21.2pp | 62.3%+27.7pp | 81.2%+8.8pp |
| Annual return | -14.28% | 25.44%-39.7pp | 9.14%-23.4pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,063 | $2,525-18.3% | $1,704+21.1% | $4,740-56.5% |
| Participant deferral / active EE | $7,959 | $3,759+111.7% | $2,658+199.4% | $6,400+24.4% |
| Admin fee / account holder | $10,798 | $6,379+69.3% | $3,974+171.7% | $11,426-5.5% |