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 | $29,536 | $82,286-64.1% | $68,791-57.1% | $134,475-78.0% |
| Participation rate | 89.5% | 75.1%+14.4pp | 69.0%+20.4pp | 81.2%+8.3pp |
| Annual return | -17.63% | -2.19%-15.4pp | -6.38%-11.3pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,742 | $3,301-16.9% | $2,655+3.3% | $4,740-42.2% |
| Participant deferral / active EE | $4,330 | $4,739-8.6% | $3,941+9.9% | $6,400-32.3% |
| Admin fee / account holder | $1,886 | $6,481-70.9% | $4,932-61.8% | $11,426-83.5% |