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 8-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 | $34,226 | $100,754-66.0% | $86,677-60.5% | $134,475-74.5% |
| Participation rate | 78.3% | 78.9%-0.7pp | 76.6%+1.7pp | 81.2%-3.0pp |
| Annual return | -13.58% | 29.04%-42.6pp | 35.91%-49.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $1,006 | $3,489-71.2% | $2,836-64.5% | $4,740-78.8% |
| Participant deferral / active EE | $2,790 | $5,338-47.7% | $4,656-40.1% | $6,400-56.4% |
| Admin fee / account holder | $26,502 | $10,926+142.6% | $7,493+253.7% | $11,426+131.9% |