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 | $98,103 | $93,024+5.5% | $77,024+27.4% | $134,475-27.0% |
| Participation rate | 89.5% | 74.5%+15.0pp | 67.9%+21.6pp | 81.2%+8.3pp |
| Annual return | -13.61% | 62.60%-76.2pp | 42.32%-55.9pp | 417.96%-431.6pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,657 | $5,238+27.1% | $4,426+50.4% | $6,400+4.0% |
| Admin fee / account holder | $692 | $6,944-90.0% | $5,425-87.2% | $11,426-93.9% |