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 | $23,523 | $76,912-69.4% | $129,110-81.8% | $68,494-65.7% |
| Participation rate | 76.7% | 69.1%+7.6pp | 77.3%-0.5pp | 67.9%+8.9pp |
| Annual return | -14.89% | -9.78%-5.1pp | -10.94%-3.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $5,052-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,305 | $4,732-30.2% | $6,542-49.5% | $4,027-17.9% |
| Admin fee / account holder | $5,435 | $6,638-18.1% | $14,302-62.0% | $5,403+0.6% |