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 | $184,801 | $95,193+94.1% | $76,523+141.5% | $135,375+36.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.03% | 4.85%-9.9pp | -0.27%-4.8pp | 519.73%-524.8pp |
| Employer contribution / active EE | $5,915 | $3,302+79.1% | $2,647+123.4% | $4,779+23.8% |
| Participant deferral / active EE | $5,313 | $4,639+14.5% | $3,835+38.5% | $5,609-5.3% |
| Admin fee / account holder | $1,432 | $6,249-77.1% | $4,848-70.5% | $10,827-86.8% |