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 | $72,905 | $73,004-0.1% | $90,749-19.7% | $68,494+6.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -15.59% | -13.81%-1.8pp | -12.16%-3.4pp | -7.84%-7.7pp |
| Employer contribution / active EE | $4,892 | $2,193+123.1% | $2,921+67.5% | $2,596+88.4% |
| Participant deferral / active EE | $3,680 | $3,627+1.5% | $4,564-19.4% | $4,027-8.6% |
| Admin fee / account holder | $7,511 | $5,896+27.4% | $8,445-11.1% | $5,403+39.0% |