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 | $23,616 | $71,883-67.1% | $86,677-72.8% | $68,494-65.5% |
| Participation rate | 71.4% | 72.2%-0.8pp | 76.6%-5.1pp | 67.9%+3.5pp |
| Annual return | -18.69% | 3.52%-22.2pp | 35.91%-54.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,933 | $2,173-11.0% | $2,836-31.9% | $2,596-25.6% |
| Participant deferral / active EE | $4,239 | $3,779+12.2% | $4,656-8.9% | $4,027+5.3% |
| Admin fee / account holder | $958 | $6,112-84.3% | $7,493-87.2% | $5,403-82.3% |