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 | $78,714 | $93,024-15.4% | $77,024+2.2% | $134,475-41.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.72% | 62.60%-79.3pp | 42.32%-59.0pp | 417.96%-434.7pp |
| Employer contribution / active EE | $9,373 | $3,418+174.2% | $2,812+233.3% | $4,740+97.8% |
| Participant deferral / active EE | $7,095 | $5,238+35.5% | $4,426+60.3% | $6,400+10.9% |
| Admin fee / account holder | $1,075 | $6,944-84.5% | $5,425-80.2% | $11,426-90.6% |