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 | $105,649 | $100,754+4.9% | $86,677+21.9% | $134,475-21.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.76% | 29.04%-42.8pp | 35.91%-49.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $4,121 | $3,489+18.1% | $2,836+45.3% | $4,740-13.0% |
| Participant deferral / active EE | $9,363 | $5,338+75.4% | $4,656+101.1% | $6,400+46.3% |
| Admin fee / account holder | $4,996 | $10,926-54.3% | $7,493-33.3% | $11,426-56.3% |