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 | $111,499 | $69,518+60.4% | $59,878+86.2% | $135,375-17.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.75% | 7.94%-13.7pp | 3.46%-9.2pp | 519.73%-525.5pp |
| Employer contribution / active EE | $7,188 | $3,235+122.2% | $2,722+164.1% | $4,779+50.4% |
| Participant deferral / active EE | $2,917 | $4,206-30.6% | $3,402-14.3% | $5,609-48.0% |
| Admin fee / account holder | $22,542 | $5,734+293.1% | $3,590+527.9% | $10,827+108.2% |