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 | $133,515 | $133,958-0.3% | $112,228+19.0% | $134,475-0.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.75% | 47.11%-60.9pp | 27.45%-41.2pp | 417.96%-431.7pp |
| Employer contribution / active EE | $1,384 | $4,038-65.7% | $3,635-61.9% | $4,740-70.8% |
| Participant deferral / active EE | $6,369 | $5,291+20.4% | $4,728+34.7% | $6,400-0.5% |
| Admin fee / account holder | $4,872 | $7,489-34.9% | $6,410-24.0% | $11,426-57.4% |