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 | $30,353 | $138,065-78.0% | $123,544-75.4% | $135,375-77.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.56% | 153.68%-155.2pp | 119.20%-120.8pp | 519.73%-521.3pp |
| Employer contribution / active EE | $3,425 | $5,151-33.5% | $4,628-26.0% | $4,779-28.3% |
| Participant deferral / active EE | $2,943 | $6,799-56.7% | $6,426-54.2% | $5,609-47.5% |
| Admin fee / account holder | $30,007 | $10,916+174.9% | $9,284+223.2% | $10,827+177.2% |