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 | $75,221 | $167,307-55.0% | $143,757-47.7% | $134,475-44.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.45% | 0.46%-12.9pp | -0.04%-12.4pp | 417.96%-430.4pp |
| Employer contribution / active EE | $8,254 | $5,619+46.9% | $4,951+66.7% | $4,740+74.1% |
| Participant deferral / active EE | $6,298 | $6,446-2.3% | $5,637+11.7% | $6,400-1.6% |
| Admin fee / account holder | $6,135 | $18,088-66.1% | $14,673-58.2% | $11,426-46.3% |