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 | $43,271 | $105,860-59.1% | $90,749-52.3% | $134,475-67.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.29% | -11.01%-7.3pp | -12.16%-6.1pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,469 | $3,462-57.6% | $2,921-49.7% | $4,740-69.0% |
| Participant deferral / active EE | $1,790 | $5,216-65.7% | $4,564-60.8% | $6,400-72.0% |
| Admin fee / account holder | $2,832 | $13,938-79.7% | $8,445-66.5% | $11,426-75.2% |