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 | $93,948 | $92,222+1.9% | $76,768+22.4% | $135,375-30.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.40% | 5.46%-13.9pp | 2.43%-10.8pp | 519.73%-528.1pp |
| Employer contribution / active EE | $3,730 | $3,216+16.0% | $2,485+50.1% | $4,779-21.9% |
| Participant deferral / active EE | $6,813 | $4,509+51.1% | $3,852+76.9% | $5,609+21.5% |
| Admin fee / account holder | $2,139 | $10,748-80.1% | $6,675-68.0% | $10,827-80.2% |