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 | $155,152 | $107,791+43.9% | $90,645+71.2% | $135,375+14.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -8.76% | -0.90%-7.9pp | 1.88%-10.6pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,534 | $3,018-49.2% | $2,532-39.4% | $4,779-67.9% |
| Participant deferral / active EE | $7,192 | $3,872+85.7% | $3,425+110.0% | $5,609+28.2% |
| Admin fee / account holder | $665 | $5,930-88.8% | $4,994-86.7% | $10,827-93.9% |