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 | $134,469 | $117,690+14.3% | $71,735+87.5% | $134,4750% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -13.87% | 25.44%-39.3pp | 9.14%-23.0pp | 417.96%-431.8pp |
| Employer contribution / active EE | $8,757 | $2,525+246.9% | $1,704+413.9% | $4,740+84.8% |
| Participant deferral / active EE | $5,359 | $3,759+42.6% | $2,658+101.6% | $6,400-16.3% |
| Admin fee / account holder | $2,967 | $6,379-53.5% | $3,974-25.3% | $11,426-74.0% |