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 | $135,389 | $133,958+1.1% | $112,228+20.6% | $134,475+0.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.70% | 47.11%-63.8pp | 27.45%-44.2pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,429 | $4,038-39.8% | $3,635-33.2% | $4,740-48.7% |
| Participant deferral / active EE | $7,486 | $5,291+41.5% | $4,728+58.3% | $6,400+17.0% |
| Admin fee / account holder | $3,902 | $7,489-47.9% | $6,410-39.1% | $11,426-65.8% |