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 | $47,356 | $79,633-40.5% | $93,789-49.5% | $68,494-30.9% |
| Participation rate | 95.8% | 75.4%+20.5pp | 81.0%+14.9pp | 67.9%+27.9pp |
| Annual return | -6.65% | -0.10%-6.6pp | -11.33%+4.7pp | -7.84%+1.2pp |
| Employer contribution / active EE | $2,687 | $3,665-26.7% | $4,323-37.8% | $2,596+3.5% |
| Participant deferral / active EE | $3,053 | $5,158-40.8% | $6,094-49.9% | $4,027-24.2% |
| Admin fee / account holder | $16,777 | $6,871+144.2% | $7,195+133.2% | $5,403+210.5% |