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 | $136,485 | $82,664+65.1% | $125,339+8.9% | $68,494+99.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.45% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $8,737 | $3,381+158.4% | $4,814+81.5% | $2,596+236.5% |
| Participant deferral / active EE | $6,116 | $6,110+0.1% | $7,446-17.9% | $4,027+51.9% |
| Admin fee / account holder | $12,759 | $6,275+103.3% | $10,010+27.5% | $5,403+136.1% |