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 | $32,191 | $175,600-81.7% | $129,110-75.1% | $134,475-76.1% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.3%+2.7pp | 81.2%-1.2pp |
| Annual return | -11.06% | -11.39%+0.3pp | -10.94%-0.1pp | 417.96%-429.0pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,052-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,157 | $7,975-47.9% | $6,542-36.5% | $6,400-35.0% |
| Admin fee / account holder | $13,357 | $23,567-43.3% | $14,302-6.6% | $11,426+16.9% |