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 | $89,277 | $92,222-3.2% | $76,768+16.3% | $135,375-34.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.52% | 5.46%-10.0pp | 2.43%-6.9pp | 519.73%-524.3pp |
| Employer contribution / active EE | $8,396 | $3,216+161.1% | $2,485+237.8% | $4,779+75.7% |
| Participant deferral / active EE | $3,269 | $4,509-27.5% | $3,852-15.1% | $5,609-41.7% |
| Admin fee / account holder | $19,308 | $10,748+79.6% | $6,675+189.3% | $10,827+78.3% |