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 | $135,551 | $138,044-1.8% | $125,339+8.1% | $134,475+0.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.40% | 750.33%-762.7pp | 572.05%-584.5pp | 417.96%-430.4pp |
| Employer contribution / active EE | $1,340 | $5,243-74.4% | $4,814-72.2% | $4,740-71.7% |
| Participant deferral / active EE | $3,013 | $7,799-61.4% | $7,446-59.5% | $6,400-52.9% |
| Admin fee / account holder | $20,632 | $11,571+78.3% | $10,010+106.1% | $11,426+80.6% |