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 | $37,303 | $82,664-54.9% | $125,339-70.2% | $68,494-45.5% |
| Participation rate | 78.6% | 75.0%+3.5pp | 82.4%-3.8pp | 67.9%+10.7pp |
| Annual return | -14.97% | -5.97%-9.0pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $707 | $3,381-79.1% | $4,814-85.3% | $2,596-72.8% |
| Participant deferral / active EE | $11,170 | $6,110+82.8% | $7,446+50.0% | $4,027+177.4% |
| Admin fee / account holder | $9,611 | $6,275+53.2% | $10,010-4.0% | $5,403+77.9% |