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 | $44,692 | $127,386-64.9% | $115,037-61.1% | $125,391-64.4% |
| Participation rate | 73.3% | 84.2%-10.8pp | 81.4%-8.0pp | 83.2%-9.9pp |
| Annual return | -0.77% | 31.28%-32.0pp | 26.14%-26.9pp | 282.22%-283.0pp |
| Employer contribution / active EE | $2,267 | $5,166-56.1% | $4,608-50.8% | $4,866-53.4% |
| Participant deferral / active EE | $6,135 | $6,423-4.5% | $6,026+1.8% | $5,352+14.6% |
| Admin fee / account holder | $2,811 | $9,516-70.5% | $8,175-65.6% | $9,540-70.5% |