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 | $72,349 | $97,757-26.0% | $83,848-13.7% | $135,375-46.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.73% | 1287.37%-1296.1pp | 850.88%-859.6pp | 519.73%-528.5pp |
| Employer contribution / active EE | $4,435 | $4,222+5.0% | $3,631+22.1% | $4,779-7.2% |
| Participant deferral / active EE | $5,618 | $4,682+20.0% | $4,082+37.6% | $5,609+0.2% |
| Admin fee / account holder | $915 | $6,674-86.3% | $5,478-83.3% | $10,827-91.5% |