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 8-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 | $115,111 | $133,958-14.1% | $112,228+2.6% | $134,475-14.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.51% | 47.11%-67.6pp | 27.45%-48.0pp | 417.96%-438.5pp |
| Employer contribution / active EE | $4,234 | $4,038+4.8% | $3,635+16.5% | $4,740-10.7% |
| Participant deferral / active EE | $9,532 | $5,291+80.2% | $4,728+101.6% | $6,400+48.9% |
| Admin fee / account holder | $4,919 | $7,489-34.3% | $6,410-23.3% | $11,426-56.9% |