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 7-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 | $23,774 | $167,307-85.8% | $143,757-83.5% | $134,475-82.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -19.84% | 0.46%-20.3pp | -0.04%-19.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,498 | $5,619-73.3% | $4,951-69.8% | $4,740-68.4% |
| Participant deferral / active EE | $5,103 | $6,446-20.8% | $5,637-9.5% | $6,400-20.3% |
| Admin fee / account holder | $598 | $18,088-96.7% | $14,673-95.9% | $11,426-94.8% |