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 | $120,797 | $82,664+46.1% | $125,339-3.6% | $68,494+76.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.95% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $5,419 | $3,381+60.3% | $4,814+12.6% | $2,596+108.7% |
| Participant deferral / active EE | $8,930 | $6,110+46.1% | $7,446+19.9% | $4,027+121.7% |
| Admin fee / account holder | $1,678 | $6,275-73.3% | $10,010-83.2% | $5,403-68.9% |