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 | $43,255 | $180,449-76.0% | $154,107-71.9% | $135,375-68.0% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -7.07% | 888.09%-895.2pp | 735.12%-742.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $6,802 | $6,035+12.7% | $5,298+28.4% | $4,779+42.3% |
| Participant deferral / active EE | $3,570 | $5,806-38.5% | $5,081-29.7% | $5,609-36.3% |
| Admin fee / account holder | $2,806 | $16,143-82.6% | $13,411-79.1% | $10,827-74.1% |