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 | $68,964 | $167,307-58.8% | $143,757-52.0% | $134,475-48.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.51% | 0.46%-15.0pp | -0.04%-14.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,037 | $5,619-63.8% | $4,951-58.9% | $4,740-57.0% |
| Participant deferral / active EE | $7,300 | $6,446+13.3% | $5,637+29.5% | $6,400+14.1% |
| Admin fee / account holder | $1,096 | $18,088-93.9% | $14,673-92.5% | $11,426-90.4% |