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 10-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 | $54,172 | $167,307-67.6% | $143,757-62.3% | $134,475-59.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -17.88% | 0.46%-18.3pp | -0.04%-17.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,906 | $5,619-66.1% | $4,951-61.5% | $4,740-59.8% |
| Participant deferral / active EE | $4,072 | $6,446-36.8% | $5,637-27.8% | $6,400-36.4% |
| Admin fee / account holder | $1,211 | $18,088-93.3% | $14,673-91.7% | $11,426-89.4% |