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 | $131,891 | $167,307-21.2% | $143,757-8.3% | $134,475-1.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.12% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,127 | $5,619-62.1% | $4,951-57.0% | $4,740-55.1% |
| Participant deferral / active EE | $7,991 | $6,446+24.0% | $5,637+41.8% | $6,400+24.9% |
| Admin fee / account holder | $4,363 | $18,088-75.9% | $14,673-70.3% | $11,426-61.8% |