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 | $127,516 | $82,664+54.3% | $125,339+1.7% | $68,494+86.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.10% | -5.97%-10.1pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,499 | $3,381-26.1% | $4,814-48.1% | $2,596-3.7% |
| Participant deferral / active EE | $8,977 | $6,110+46.9% | $7,446+20.6% | $4,027+122.9% |
| Admin fee / account holder | $15,233 | $6,275+142.7% | $10,010+52.2% | $5,403+182.0% |