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 | $114,308 | $100,754+13.5% | $86,677+31.9% | $134,475-15.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.64% | 29.04%-46.7pp | 35.91%-53.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $3,783 | $3,489+8.4% | $2,836+33.4% | $4,740-20.2% |
| Participant deferral / active EE | $9,390 | $5,338+75.9% | $4,656+101.7% | $6,400+46.7% |
| Admin fee / account holder | $3,947 | $10,926-63.9% | $7,493-47.3% | $11,426-65.5% |