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 | $102,507 | $190,805-46.3% | $159,960-35.9% | $134,475-23.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.27% | 552.23%-572.5pp | 408.60%-428.9pp | 417.96%-438.2pp |
| Employer contribution / active EE | $5,339 | $4,995+6.9% | $4,226+26.3% | $4,740+12.6% |
| Participant deferral / active EE | $9,269 | $6,923+33.9% | $6,182+49.9% | $6,400+44.8% |
| Admin fee / account holder | $2,650 | $10,471-74.7% | $8,698-69.5% | $11,426-76.8% |