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 5-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 | $27,734 | $59,805-53.6% | $79,550-65.1% | $68,494-59.5% |
| Participation rate | 72.9% | 61.1%+11.9pp | 69.5%+3.4pp | 67.9%+5.0pp |
| Annual return | -5.27% | -12.30%+7.0pp | 0.16%-5.4pp | -7.84%+2.6pp |
| Employer contribution / active EE | $12,671 | $1,505+742.0% | $2,413+425.1% | $2,596+388.0% |
| Participant deferral / active EE | $4,239 | $3,024+40.2% | $3,985+6.4% | $4,027+5.3% |
| Admin fee / account holder | $1,776 | $4,835-63.3% | $6,832-74.0% | $5,403-67.1% |