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 | $93,426 | $91,538+2.1% | $129,995-28.1% | $75,163+24.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 13.26% | -631.11%+644.4pp | -137.18%+150.4pp | 160.62%-147.4pp |
| Employer contribution / active EE | $2,243 | $2,845-21.2% | $4,320-48.1% | $2,670-16.0% |
| Participant deferral / active EE | $2,942 | $4,341-32.2% | $5,820-49.4% | $4,125-28.7% |
| Admin fee / account holder | $1,221 | $6,790-82.0% | $10,614-88.5% | $5,651-78.4% |