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 | $174,983 | $133,958+30.6% | $112,228+55.9% | $134,475+30.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.50% | 47.11%-63.6pp | 27.45%-44.0pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,728 | $4,038-7.7% | $3,635+2.6% | $4,740-21.3% |
| Participant deferral / active EE | $10,103 | $5,291+91.0% | $4,728+113.7% | $6,400+57.9% |
| Admin fee / account holder | $27,354 | $7,489+265.3% | $6,410+326.7% | $11,426+139.4% |