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 | $105,128 | $167,307-37.2% | $143,757-26.9% | $134,475-21.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.52% | 0.46%-20.0pp | -0.04%-19.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $3,586 | $5,619-36.2% | $4,951-27.6% | $4,740-24.3% |
| Participant deferral / active EE | $13,358 | $6,446+107.2% | $5,637+137.0% | $6,400+108.7% |
| Admin fee / account holder | $5,229 | $18,088-71.1% | $14,673-64.4% | $11,426-54.2% |