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 | $72,729 | $158,817-54.2% | $121,196-40.0% | $135,375-46.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -1.35% | -0.64%-0.7pp | 16.93%-18.3pp | 519.73%-521.1pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $12,722 | $4,005+217.6% | $3,344+280.4% | $5,609+126.8% |
| Admin fee / account holder | $74,465 | $6,512+1043.4% | $5,019+1383.6% | $10,827+587.8% |