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 | $140,142 | $82,664+69.5% | $125,339+11.8% | $68,494+104.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.04% | -5.97%-7.1pp | 572.05%-585.1pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,779 | $3,381-47.4% | $4,814-63.0% | $2,596-31.5% |
| Participant deferral / active EE | $8,726 | $6,110+42.8% | $7,446+17.2% | $4,027+116.7% |
| Admin fee / account holder | $32,226 | $6,275+413.5% | $10,010+221.9% | $5,403+496.5% |