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 | $94,777 | $95,862-1.1% | $79,550+19.1% | $134,475-29.5% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -13.05% | -2.69%-10.4pp | 0.16%-13.2pp | 417.96%-431.0pp |
| Employer contribution / active EE | $6,818 | $3,128+118.0% | $2,413+182.5% | $4,740+43.9% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,349 | $9,126-74.3% | $6,832-65.6% | $11,426-79.4% |