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 10-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 | $83,191 | $129,942-36.0% | $104,294-20.2% | $134,475-38.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.73% | 42.03%-59.8pp | 24.61%-42.3pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,587 | $4,184-62.1% | $3,372-52.9% | $4,740-66.5% |
| Participant deferral / active EE | $7,935 | $5,588+42.0% | $4,625+71.6% | $6,400+24.0% |
| Admin fee / account holder | $96,363 | $9,323+933.6% | $7,339+1212.9% | $11,426+743.4% |