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 | $147,964 | $99,032+49.4% | $80,019+84.9% | $135,375+9.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.21% | 15.39%-21.6pp | 11.22%-17.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,271 | $3,043-25.4% | $2,468-8.0% | $4,779-52.5% |
| Participant deferral / active EE | $4,165 | $4,282-2.7% | $3,686+13.0% | $5,609-25.7% |
| Admin fee / account holder | $14,395 | $10,436+37.9% | $6,521+120.8% | $10,827+33.0% |