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 | $95,140 | $167,307-43.1% | $143,757-33.8% | $134,475-29.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.83% | 0.46%-15.3pp | -0.04%-14.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $3,159 | $5,619-43.8% | $4,951-36.2% | $4,740-33.3% |
| Participant deferral / active EE | $10,944 | $6,446+69.8% | $5,637+94.1% | $6,400+71.0% |
| Admin fee / account holder | $1,897 | $18,088-89.5% | $14,673-87.1% | $11,426-83.4% |