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 | $94,795 | $133,958-29.2% | $112,228-15.5% | $134,475-29.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.46% | 47.11%-64.6pp | 27.45%-44.9pp | 417.96%-435.4pp |
| Employer contribution / active EE | $11,121 | $4,038+175.4% | $3,635+206.0% | $4,740+134.6% |
| Participant deferral / active EE | $3,558 | $5,291-32.7% | $4,728-24.7% | $6,400-44.4% |
| Admin fee / account holder | $495 | $7,489-93.4% | $6,410-92.3% | $11,426-95.7% |