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 | $179,046 | $167,307+7.0% | $143,757+24.5% | $134,475+33.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.61% | 0.46%-14.1pp | -0.04%-13.6pp | 417.96%-431.6pp |
| Employer contribution / active EE | $1,819 | $5,619-67.6% | $4,951-63.3% | $4,740-61.6% |
| Participant deferral / active EE | $8,526 | $6,446+32.3% | $5,637+51.2% | $6,400+33.2% |
| Admin fee / account holder | $918 | $18,088-94.9% | $14,673-93.7% | $11,426-92.0% |