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 | $41,476 | $167,484-75.2% | $151,611-72.6% | $134,475-69.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.88% | 7.80%-25.7pp | 3.33%-21.2pp | 417.96%-435.8pp |
| Employer contribution / active EE | $9,934 | $6,829+45.5% | $6,166+61.1% | $4,740+109.6% |
| Participant deferral / active EE | $14,819 | $8,986+64.9% | $8,363+77.2% | $6,400+131.6% |
| Admin fee / account holder | $19,230 | $13,783+39.5% | $11,616+65.5% | $11,426+68.3% |