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 | $79,562 | $138,044-42.4% | $125,339-36.5% | $134,475-40.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.08% | 750.33%-770.4pp | 572.05%-592.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,353 | $5,243-55.1% | $4,814-51.1% | $4,740-50.4% |
| Participant deferral / active EE | $7,817 | $7,799+0.2% | $7,446+5.0% | $6,400+22.1% |
| Admin fee / account holder | $10,487 | $11,571-9.4% | $10,010+4.8% | $11,426-8.2% |