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 | $130,740 | $133,958-2.4% | $112,228+16.5% | $134,475-2.8% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -19.63% | 47.11%-66.7pp | 27.45%-47.1pp | 417.96%-437.6pp |
| Employer contribution / active EE | $4,321 | $4,038+7.0% | $3,635+18.9% | $4,740-8.8% |
| Participant deferral / active EE | $7,310 | $5,291+38.2% | $4,728+54.6% | $6,400+14.2% |
| Admin fee / account holder | $1,683 | $7,489-77.5% | $6,410-73.8% | $11,426-85.3% |