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 | $143,648 | $95,862+49.8% | $79,550+80.6% | $134,475+6.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.44% | -2.69%-13.8pp | 0.16%-16.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $12,586 | $3,128+302.4% | $2,413+421.6% | $4,740+165.5% |
| Participant deferral / active EE | $13,667 | $4,693+191.2% | $3,985+242.9% | $6,400+113.6% |
| Admin fee / account holder | $1,231 | $9,126-86.5% | $6,832-82.0% | $11,426-89.2% |