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 | $42,463 | $167,307-74.6% | $143,757-70.5% | $134,475-68.4% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -19.47% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,017 | $5,619-64.1% | $4,951-59.3% | $4,740-57.4% |
| Participant deferral / active EE | $4,354 | $6,446-32.5% | $5,637-22.8% | $6,400-32.0% |
| Admin fee / account holder | $1,138 | $18,088-93.7% | $14,673-92.2% | $11,426-90.0% |