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 | $149,469 | $167,484-10.8% | $151,611-1.4% | $134,475+11.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.11% | 7.80%-26.9pp | 3.33%-22.4pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,661 | $6,829-61.0% | $6,166-56.8% | $4,740-43.8% |
| Participant deferral / active EE | $12,710 | $8,986+41.4% | $8,363+52.0% | $6,400+98.6% |
| Admin fee / account holder | $648 | $13,783-95.3% | $11,616-94.4% | $11,426-94.3% |