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 6-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 | $21,113 | $73,867-71.4% | $143,757-85.3% | $68,494-69.2% |
| Participation rate | 89.7% | 66.7%+23.1pp | 80.3%+9.4pp | 67.9%+21.9pp |
| Annual return | -17.46% | 1.01%-18.5pp | -0.04%-17.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,329 | $3,184-26.8% | $4,951-52.9% | $2,596-10.3% |
| Participant deferral / active EE | $3,985 | $3,384+17.8% | $5,637-29.3% | $4,027-1.0% |
| Admin fee / account holder | $571 | $5,755-90.1% | $14,673-96.1% | $5,403-89.4% |