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 | $107,458 | $99,032+8.5% | $80,019+34.3% | $135,375-20.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.65% | 15.39%-21.0pp | 11.22%-16.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,257 | $3,043-25.8% | $2,468-8.5% | $4,779-52.8% |
| Participant deferral / active EE | $6,979 | $4,282+63.0% | $3,686+89.4% | $5,609+24.4% |
| Admin fee / account holder | $9,152 | $10,436-12.3% | $6,521+40.3% | $10,827-15.5% |