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 | $94,392 | $142,344-33.7% | $119,609-21.1% | $134,475-29.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.21% | -12.44%-0.8pp | -14.97%+1.8pp | 417.96%-431.2pp |
| Employer contribution / active EE | $3,446 | $5,222-34.0% | $4,232-18.6% | $4,740-27.3% |
| Participant deferral / active EE | $7,468 | $6,469+15.4% | $5,602+33.3% | $6,400+16.7% |
| Admin fee / account holder | $755 | $13,584-94.4% | $10,323-92.7% | $11,426-93.4% |