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 5-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 | $146,948 | $167,307-12.2% | $143,757+2.2% | $134,475+9.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.40% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $9,892 | $5,619+76.0% | $4,951+99.8% | $4,740+108.7% |
| Participant deferral / active EE | $25,036 | $6,446+288.4% | $5,637+344.1% | $6,400+291.2% |
| Admin fee / account holder | $39,939 | $18,088+120.8% | $14,673+172.2% | $11,426+249.5% |