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 | $36,209 | $147,167-75.4% | $111,392-67.5% | $135,375-73.3% |
| Participation rate | 92.3% | 84.0%+8.3pp | 78.9%+13.4pp | 82.6%+9.7pp |
| Annual return | -4.53% | -4.44%-0.1pp | -2.06%-2.5pp | 519.73%-524.3pp |
| Employer contribution / active EE | $3,907 | $5,204-24.9% | $4,328-9.7% | $4,779-18.2% |
| Participant deferral / active EE | $7,595 | $6,565+15.7% | $5,567+36.4% | $5,609+35.4% |
| Admin fee / account holder | $2,270 | $20,270-88.8% | $12,266-81.5% | $10,827-79.0% |