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 | $165,497 | $113,935+45.3% | $94,224+75.6% | $125,391+32.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.12% | 5.29%-6.4pp | 10.68%-11.8pp | 282.22%-283.3pp |
| Employer contribution / active EE | $1,846 | $4,727-60.9% | $3,587-48.5% | $4,866-62.1% |
| Participant deferral / active EE | $8,566 | $5,179+65.4% | $4,320+98.3% | $5,352+60.1% |
| Admin fee / account holder | $2,276 | $8,391-72.9% | $6,269-63.7% | $9,540-76.1% |