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 | $99,830 | $190,805-47.7% | $159,960-37.6% | $134,475-25.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.83% | 552.23%-569.1pp | 408.60%-425.4pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,934 | $4,995-21.2% | $4,226-6.9% | $4,740-17.0% |
| Participant deferral / active EE | $4,305 | $6,923-37.8% | $6,182-30.4% | $6,400-32.7% |
| Admin fee / account holder | $831 | $10,471-92.1% | $8,698-90.4% | $11,426-92.7% |