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 | $62,324 | $72,404-13.9% | $110,238-43.5% | $64,186-2.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.92% | -6.29%+0.4pp | 314.74%-320.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $5,604 | $2,282+145.6% | $3,826+46.4% | $2,381+135.4% |
| Participant deferral / active EE | $3,156 | $3,469-9.0% | $4,672-32.5% | $3,470-9.0% |
| Admin fee / account holder | $1,686 | $5,664-70.2% | $8,547-80.3% | $4,888-65.5% |