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 7-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 | $46,820 | $59,805-21.7% | $79,550-41.1% | $68,494-31.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -10.14% | -12.30%+2.2pp | 0.16%-10.3pp | -7.84%-2.3pp |
| Employer contribution / active EE | $2,069 | $1,505+37.5% | $2,413-14.3% | $2,596-20.3% |
| Participant deferral / active EE | $3,573 | $3,024+18.1% | $3,985-10.3% | $4,027-11.3% |
| Admin fee / account holder | $2,870 | $4,835-40.6% | $6,832-58.0% | $5,403-46.9% |