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 8-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 | $121,055 | $133,958-9.6% | $112,228+7.9% | $134,475-10.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.06% | 47.11%-67.2pp | 27.45%-47.5pp | 417.96%-438.0pp |
| Employer contribution / active EE | $13,078 | $4,038+223.9% | $3,635+259.8% | $4,740+175.9% |
| Participant deferral / active EE | $14,391 | $5,291+172.0% | $4,728+204.4% | $6,400+124.9% |
| Admin fee / account holder | $565 | $7,489-92.5% | $6,410-91.2% | $11,426-95.1% |