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 | $158,688 | $142,344+11.5% | $119,609+32.7% | $134,475+18.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.58% | -12.44%-3.1pp | -14.97%-0.6pp | 417.96%-433.5pp |
| Employer contribution / active EE | $8,411 | $5,222+61.1% | $4,232+98.7% | $4,740+77.5% |
| Participant deferral / active EE | $15,122 | $6,469+133.7% | $5,602+169.9% | $6,400+136.3% |
| Admin fee / account holder | $2,067 | $13,584-84.8% | $10,323-80.0% | $11,426-81.9% |