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 | $133,719 | $167,307-20.1% | $143,757-7.0% | $134,475-0.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.84% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,508 | $5,619-73.2% | $4,951-69.5% | $4,740-68.2% |
| Participant deferral / active EE | $7,363 | $6,446+14.2% | $5,637+30.6% | $6,400+15.0% |
| Admin fee / account holder | $1,384 | $18,088-92.3% | $14,673-90.6% | $11,426-87.9% |