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 | $112,660 | $140,588-19.9% | $123,104-8.5% | $125,391-10.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.22% | 16.80%-18.0pp | 13.22%-14.4pp | 282.22%-283.4pp |
| Employer contribution / active EE | $3,886 | $6,041-35.7% | $5,151-24.6% | $4,866-20.1% |
| Participant deferral / active EE | $5,412 | $6,980-22.5% | $6,230-13.1% | $5,352+1.1% |
| Admin fee / account holder | $1,371 | $11,198-87.8% | $9,015-84.8% | $9,540-85.6% |