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 | $43,832 | $71,883-39.0% | $86,677-49.4% | $68,494-36.0% |
| Participation rate | 95.5% | 72.2%+23.2pp | 76.6%+18.9pp | 67.9%+27.6pp |
| Annual return | -14.90% | 3.52%-18.4pp | 35.91%-50.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $5,658 | $2,173+160.4% | $2,836+99.5% | $2,596+117.9% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,138 | $6,112-48.7% | $7,493-58.1% | $5,403-41.9% |