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 | $141,948 | $95,862+48.1% | $79,550+78.4% | $134,475+5.6% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -10.53% | -2.69%-7.8pp | 0.16%-10.7pp | 417.96%-428.5pp |
| Employer contribution / active EE | $12,511 | $3,128+300.0% | $2,413+418.5% | $4,740+164.0% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $112,525 | $9,126+1133.0% | $6,832+1546.9% | $11,426+884.8% |