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 | $216,332 | $110,094+96.5% | $151,611+42.7% | $68,494+215.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.74% | -10.12%-4.6pp | 3.33%-18.1pp | -7.84%-6.9pp |
| Employer contribution / active EE | $4,903 | $4,471+9.7% | $6,166-20.5% | $2,596+88.8% |
| Participant deferral / active EE | $11,126 | $6,527+70.4% | $8,363+33.0% | $4,027+176.3% |
| Admin fee / account holder | $9,838 | $7,719+27.5% | $11,616-15.3% | $5,403+82.1% |