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 | $105,860 | $113,935-7.1% | $94,224+12.3% | $125,391-15.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.07% | 5.29%-7.4pp | 10.68%-12.7pp | 282.22%-284.3pp |
| Employer contribution / active EE | $3,407 | $4,727-27.9% | $3,587-5.0% | $4,866-30.0% |
| Participant deferral / active EE | $7,426 | $5,179+43.4% | $4,320+71.9% | $5,352+38.8% |
| Admin fee / account holder | $5,017 | $8,391-40.2% | $6,269-20.0% | $9,540-47.4% |