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 | $108,251 | $113,935-5.0% | $94,224+14.9% | $125,391-13.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.28% | 5.29%-6.6pp | 10.68%-12.0pp | 282.22%-283.5pp |
| Employer contribution / active EE | $3,165 | $4,727-33.0% | $3,587-11.8% | $4,866-35.0% |
| Participant deferral / active EE | $6,245 | $5,179+20.6% | $4,320+44.6% | $5,352+16.7% |
| Admin fee / account holder | $41,424 | $8,391+393.7% | $6,269+560.8% | $9,540+334.2% |