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 | $96,147 | $82,664+16.3% | $125,339-23.3% | $68,494+40.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.02% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $4,856 | $3,381+43.6% | $4,814+0.9% | $2,596+87.0% |
| Participant deferral / active EE | $3,890 | $6,110-36.3% | $7,446-47.8% | $4,027-3.4% |
| Admin fee / account holder | $2,469 | $6,275-60.7% | $10,010-75.3% | $5,403-54.3% |