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 | $86,757 | $72,404+19.8% | $110,238-21.3% | $64,186+35.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -2.86% | -6.29%+3.4pp | 314.74%-317.6pp | 7.63%-10.5pp |
| Employer contribution / active EE | $1,638 | $2,282-28.2% | $3,826-57.2% | $2,381-31.2% |
| Participant deferral / active EE | $2,729 | $3,469-21.3% | $4,672-41.6% | $3,470-21.3% |
| Admin fee / account holder | $13,320 | $5,664+135.2% | $8,547+55.8% | $4,888+172.5% |