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 | $148,191 | $138,065+7.3% | $123,544+19.9% | $135,375+9.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.77% | 153.68%-156.5pp | 119.20%-122.0pp | 519.73%-522.5pp |
| Employer contribution / active EE | $3,638 | $5,151-29.4% | $4,628-21.4% | $4,779-23.9% |
| Participant deferral / active EE | $10,425 | $6,799+53.3% | $6,426+62.2% | $5,609+85.9% |
| Admin fee / account holder | $2,225 | $10,916-79.6% | $9,284-76.0% | $10,827-79.5% |