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 | $78,589 | $138,065-43.1% | $123,544-36.4% | $135,375-41.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.85% | 153.68%-161.5pp | 119.20%-127.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $3,114 | $5,151-39.6% | $4,628-32.7% | $4,779-34.8% |
| Participant deferral / active EE | $5,598 | $6,799-17.7% | $6,426-12.9% | $5,609-0.2% |
| Admin fee / account holder | $1,919 | $10,916-82.4% | $9,284-79.3% | $10,827-82.3% |