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 | $158,390 | $59,805+164.8% | $79,550+99.1% | $68,494+131.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -18.39% | -12.30%-6.1pp | 0.16%-18.6pp | -7.84%-10.5pp |
| Employer contribution / active EE | $5,357 | $1,505+256.0% | $2,413+122.0% | $2,596+106.3% |
| Participant deferral / active EE | $4,207 | $3,024+39.1% | $3,985+5.6% | $4,027+4.5% |
| Admin fee / account holder | $3,052 | $4,835-36.9% | $6,832-55.3% | $5,403-43.5% |