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 | $25,225 | $69,518-63.7% | $59,878-57.9% | $135,375-81.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -8.28% | 7.94%-16.2pp | 3.46%-11.7pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,528 | $3,235-52.8% | $2,722-43.9% | $4,779-68.0% |
| Participant deferral / active EE | $4,471 | $4,206+6.3% | $3,402+31.4% | $5,609-20.3% |
| Admin fee / account holder | $5,209 | $5,734-9.2% | $3,590+45.1% | $10,827-51.9% |