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 | $104,396 | $82,664+26.3% | $125,339-16.7% | $68,494+52.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.74% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $3,006 | $3,381-11.1% | $4,814-37.5% | $2,596+15.8% |
| Participant deferral / active EE | $12,897 | $6,110+111.1% | $7,446+73.2% | $4,027+220.2% |
| Admin fee / account holder | $4,236 | $6,275-32.5% | $10,010-57.7% | $5,403-21.6% |