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 | $164,666 | $167,484-1.7% | $151,611+8.6% | $134,475+22.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.33% | 7.80%-25.1pp | 3.33%-20.7pp | 417.96%-435.3pp |
| Employer contribution / active EE | $9,129 | $6,829+33.7% | $6,166+48.1% | $4,740+92.6% |
| Participant deferral / active EE | $19,027 | $8,986+111.7% | $8,363+127.5% | $6,400+197.3% |
| Admin fee / account holder | $14,651 | $13,783+6.3% | $11,616+26.1% | $11,426+28.2% |