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 | $129,954 | $138,065-5.9% | $123,544+5.2% | $135,375-4.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.43% | 153.68%-157.1pp | 119.20%-122.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $10,778 | $5,151+109.2% | $4,628+132.9% | $4,779+125.5% |
| Participant deferral / active EE | $12,881 | $6,799+89.5% | $6,426+100.5% | $5,609+129.7% |
| Admin fee / account holder | $1,306 | $10,916-88.0% | $9,284-85.9% | $10,827-87.9% |