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 5-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 | $97,199 | $167,307-41.9% | $143,757-32.4% | $134,475-27.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.59% | 0.46%-14.1pp | -0.04%-13.5pp | 417.96%-431.6pp |
| Employer contribution / active EE | $2,591 | $5,619-53.9% | $4,951-47.7% | $4,740-45.3% |
| Participant deferral / active EE | $3,610 | $6,446-44.0% | $5,637-36.0% | $6,400-43.6% |
| Admin fee / account holder | $917 | $18,088-94.9% | $14,673-93.7% | $11,426-92.0% |