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 | $101,662 | $71,883+41.4% | $86,677+17.3% | $68,494+48.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.79% | 3.52%-20.3pp | 35.91%-52.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $9,985 | $2,173+359.5% | $2,836+252.0% | $2,596+284.6% |
| Participant deferral / active EE | $5,731 | $3,779+51.7% | $4,656+23.1% | $4,027+42.3% |
| Admin fee / account holder | $1,494 | $6,112-75.5% | $7,493-80.1% | $5,403-72.3% |