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 | $26,645 | $142,344-81.3% | $119,609-77.7% | $134,475-80.2% |
| Participation rate | 92.9% | 82.8%+10.0pp | 79.3%+13.6pp | 81.2%+11.6pp |
| Annual return | -15.16% | -12.44%-2.7pp | -14.97%-0.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,954 | $5,222-62.6% | $4,232-53.8% | $4,740-58.8% |
| Participant deferral / active EE | $5,485 | $6,469-15.2% | $5,602-2.1% | $6,400-14.3% |
| Admin fee / account holder | $9,782 | $13,584-28.0% | $10,323-5.2% | $11,426-14.4% |