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 | $112,650 | $100,754+11.8% | $86,677+30.0% | $134,475-16.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.57% | 29.04%-45.6pp | 35.91%-52.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,726 | $3,489-21.9% | $2,836-3.9% | $4,740-42.5% |
| Participant deferral / active EE | $3,223 | $5,338-39.6% | $4,656-30.8% | $6,400-49.6% |
| Admin fee / account holder | $1,696 | $10,926-84.5% | $7,493-77.4% | $11,426-85.2% |