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 | $133,313 | $167,484-20.4% | $151,611-12.1% | $134,475-0.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.84% | 7.80%-21.6pp | 3.33%-17.2pp | 417.96%-431.8pp |
| Employer contribution / active EE | $13,397 | $6,829+96.2% | $6,166+117.3% | $4,740+182.7% |
| Participant deferral / active EE | $10,717 | $8,986+19.3% | $8,363+28.1% | $6,400+67.5% |
| Admin fee / account holder | $9,917 | $13,783-28.1% | $11,616-14.6% | $11,426-13.2% |