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 | $142,210 | $64,707+119.8% | $112,228+26.7% | $68,494+107.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -16.41% | -11.40%-5.0pp | 27.45%-43.9pp | -7.84%-8.6pp |
| Employer contribution / active EE | $18,524 | $2,746+574.6% | $3,635+409.7% | $2,596+613.5% |
| Participant deferral / active EE | $2,615 | $3,565-26.6% | $4,728-44.7% | $4,027-35.1% |
| Admin fee / account holder | $8,664 | $5,232+65.6% | $6,410+35.2% | $5,403+60.4% |