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 | $89,866 | $131,829-31.8% | $108,579-17.2% | $273,961-67.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.53% | -91.57%+98.1pp | -51.70%+58.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $3,009 | $4,912-38.7% | $3,758-19.9% | $4,869-38.2% |
| Participant deferral / active EE | $7,093 | $5,127+38.3% | $4,311+64.5% | $5,287+34.2% |
| Admin fee / account holder | $449 | $10,252-95.6% | $7,645-94.1% | $10,132-95.6% |