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 9-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 | $80,256 | $87,540-8.3% | $75,781+5.9% | $125,391-36.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.33% | 13.48%-15.8pp | 9.68%-12.0pp | 282.22%-284.6pp |
| Employer contribution / active EE | $2,261 | $3,930-42.5% | $3,323-32.0% | $4,866-53.5% |
| Participant deferral / active EE | $4,424 | $4,229+4.6% | $3,651+21.2% | $5,352-17.3% |
| Admin fee / account holder | $1,361 | $6,502-79.1% | $5,299-74.3% | $9,540-85.7% |