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 | $97,189 | $90,590+7.3% | $90,782+7.1% | $135,375-28.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -6.91% | -3.40%-3.5pp | -3.42%-3.5pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,259 | $4,352-48.1% | $4,105-45.0% | $4,779-52.7% |
| Participant deferral / active EE | $6,183 | $5,407+14.4% | $5,366+15.2% | $5,609+10.2% |
| Admin fee / account holder | $1,767 | $7,683-77.0% | $5,908-70.1% | $10,827-83.7% |