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 | $136,068 | $142,344-4.4% | $119,609+13.8% | $134,475+1.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.13% | -12.44%+0.3pp | -14.97%+2.8pp | 417.96%-430.1pp |
| Employer contribution / active EE | $9,856 | $5,222+88.7% | $4,232+132.9% | $4,740+107.9% |
| Participant deferral / active EE | $16,858 | $6,469+160.6% | $5,602+200.9% | $6,400+163.4% |
| Admin fee / account holder | $2,900 | $13,584-78.6% | $10,323-71.9% | $11,426-74.6% |