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 | $82,026 | $167,307-51.0% | $143,757-42.9% | $134,475-39.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.79% | 0.46%-14.3pp | -0.04%-13.8pp | 417.96%-431.8pp |
| Employer contribution / active EE | $5,595 | $5,619-0.4% | $4,951+13.0% | $4,740+18.0% |
| Participant deferral / active EE | $5,526 | $6,446-14.3% | $5,637-2.0% | $6,400-13.7% |
| Admin fee / account holder | $340 | $18,088-98.1% | $14,673-97.7% | $11,426-97.0% |