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 9-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 | $81,576 | $93,024-12.3% | $77,024+5.9% | $134,475-39.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.52% | 62.60%-79.1pp | 42.32%-58.8pp | 417.96%-434.5pp |
| Employer contribution / active EE | $4,884 | $3,418+42.9% | $2,812+73.7% | $4,740+3.0% |
| Participant deferral / active EE | $4,298 | $5,238-18.0% | $4,426-2.9% | $6,400-32.8% |
| Admin fee / account holder | $1,356 | $6,944-80.5% | $5,425-75.0% | $11,426-88.1% |