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 | $112,369 | $88,594+26.8% | $70,092+60.3% | $134,475-16.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -10.35% | 442.67%-453.0pp | 190.73%-201.1pp | 417.96%-428.3pp |
| Employer contribution / active EE | $9,296 | $3,233+187.5% | $2,559+263.3% | $4,740+96.1% |
| Participant deferral / active EE | $25,382 | $4,772+431.9% | $3,849+559.5% | $6,400+296.6% |
| Admin fee / account holder | $103,186 | $10,441+888.3% | $6,267+1546.6% | $11,426+803.1% |