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 | $139,440 | $73,867+88.8% | $143,757-3.0% | $68,494+103.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.77% | 1.01%-17.8pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $6,443 | $3,184+102.3% | $4,951+30.1% | $2,596+148.2% |
| Participant deferral / active EE | $4,911 | $3,384+45.1% | $5,637-12.9% | $4,027+22.0% |
| Admin fee / account holder | $4,493 | $5,755-21.9% | $14,673-69.4% | $5,403-16.8% |