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 | $100,344 | $95,193+5.4% | $76,523+31.1% | $135,375-25.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.71% | 4.85%-11.6pp | -0.27%-6.4pp | 519.73%-526.4pp |
| Employer contribution / active EE | $6,711 | $3,302+103.2% | $2,647+153.5% | $4,779+40.4% |
| Participant deferral / active EE | $6,081 | $4,639+31.1% | $3,835+58.6% | $5,609+8.4% |
| Admin fee / account holder | $16,291 | $6,249+160.7% | $4,848+236.0% | $10,827+50.5% |