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 | $118,977 | $100,754+18.1% | $86,677+37.3% | $134,475-11.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -7.04% | 29.04%-36.1pp | 35.91%-42.9pp | 417.96%-425.0pp |
| Employer contribution / active EE | $2,436 | $3,489-30.2% | $2,836-14.1% | $4,740-48.6% |
| Participant deferral / active EE | $11,491 | $5,338+115.3% | $4,656+146.8% | $6,400+79.5% |
| Admin fee / account holder | $9,328 | $10,926-14.6% | $7,493+24.5% | $11,426-18.4% |