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 8-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 | $87,730 | $95,193-7.8% | $76,523+14.6% | $135,375-35.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.53% | 4.85%-12.4pp | -0.27%-7.3pp | 519.73%-527.3pp |
| Employer contribution / active EE | $5,694 | $3,302+72.4% | $2,647+115.1% | $4,779+19.1% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $3,835-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,472 | $6,249-60.4% | $4,848-49.0% | $10,827-77.2% |