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 4-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 | $39,084 | $95,862-59.2% | $79,550-50.9% | $134,475-70.9% |
| Participation rate | 86.7% | 75.0%+11.6pp | 69.5%+17.2pp | 81.2%+5.4pp |
| Annual return | -17.80% | -2.69%-15.1pp | 0.16%-18.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,755 | $3,128+20.0% | $2,413+55.6% | $4,740-20.8% |
| Participant deferral / active EE | $8,935 | $4,693+90.4% | $3,985+124.2% | $6,400+39.6% |
| Admin fee / account holder | $2,108 | $9,126-76.9% | $6,832-69.2% | $11,426-81.6% |