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 | $40,477 | $133,958-69.8% | $112,228-63.9% | $134,475-69.9% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -20.12% | 47.11%-67.2pp | 27.45%-47.6pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,920 | $4,038-27.7% | $3,635-19.7% | $4,740-38.4% |
| Participant deferral / active EE | $8,003 | $5,291+51.3% | $4,728+69.3% | $6,400+25.1% |
| Admin fee / account holder | $321 | $7,489-95.7% | $6,410-95.0% | $11,426-97.2% |