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 | $82,352 | $54,350+51.5% | $82,719-0.4% | $68,494+20.2% |
| Participation rate | 95.2% | 63.9%+31.3pp | 72.6%+22.7pp | 67.9%+27.3pp |
| Annual return | -13.11% | -13.67%+0.6pp | 701.18%-714.3pp | -7.84%-5.3pp |
| Employer contribution / active EE | $6,499 | $2,218+193.0% | $3,009+116.0% | $2,596+150.3% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,069 | $4,395-75.7% | $5,329-79.9% | $5,403-80.2% |