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 | $103,768 | $92,222+12.5% | $76,768+35.2% | $135,375-23.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.37% | 5.46%-10.8pp | 2.43%-7.8pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,751 | $3,216-14.5% | $2,485+10.7% | $4,779-42.4% |
| Participant deferral / active EE | $3,333 | $4,509-26.1% | $3,852-13.5% | $5,609-40.6% |
| Admin fee / account holder | $6,116 | $10,748-43.1% | $6,675-8.4% | $10,827-43.5% |