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 | $62,524 | $71,883-13.0% | $86,677-27.9% | $68,494-8.7% |
| Participation rate | 80.6% | 72.2%+8.3pp | 76.6%+4.0pp | 67.9%+12.7pp |
| Annual return | -13.92% | 3.52%-17.4pp | 35.91%-49.8pp | -7.84%-6.1pp |
| Employer contribution / active EE | $2,328 | $2,173+7.1% | $2,836-17.9% | $2,596-10.3% |
| Participant deferral / active EE | $7,806 | $3,779+106.6% | $4,656+67.7% | $4,027+93.8% |
| Admin fee / account holder | $6,558 | $6,112+7.3% | $7,493-12.5% | $5,403+21.4% |