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 9-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 | $69,215 | $175,600-60.6% | $129,110-46.4% | $134,475-48.5% |
| Participation rate | 91.7% | 81.6%+10.1pp | 77.3%+14.4pp | 81.2%+10.4pp |
| Annual return | -16.83% | -11.39%-5.4pp | -10.94%-5.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,092 | $6,355-67.1% | $5,052-58.6% | $4,740-55.9% |
| Participant deferral / active EE | $6,038 | $7,975-24.3% | $6,542-7.7% | $6,400-5.7% |
| Admin fee / account holder | $15,596 | $23,567-33.8% | $14,302+9.0% | $11,426+36.5% |