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 | $140,776 | $97,757+44.0% | $83,848+67.9% | $135,375+4.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.08% | 1287.37%-1290.5pp | 850.88%-854.0pp | 519.73%-522.8pp |
| Employer contribution / active EE | $1,846 | $4,222-56.3% | $3,631-49.2% | $4,779-61.4% |
| Participant deferral / active EE | $7,847 | $4,682+67.6% | $4,082+92.3% | $5,609+39.9% |
| Admin fee / account holder | $749 | $6,674-88.8% | $5,478-86.3% | $10,827-93.1% |