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 | $25,298 | $56,357-55.1% | $104,294-75.7% | $68,494-63.1% |
| Participation rate | 75.0% | 63.3%+11.7pp | 73.3%+1.7pp | 67.9%+7.1pp |
| Annual return | -17.01% | -9.19%-7.8pp | 24.61%-41.6pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,977 | $1,960+0.8% | $3,372-41.4% | $2,596-23.9% |
| Participant deferral / active EE | $2,118 | $3,077-31.2% | $4,625-54.2% | $4,027-47.4% |
| Admin fee / account holder | $1,209 | $4,903-75.3% | $7,339-83.5% | $5,403-77.6% |