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 | $77,080 | $160,055-51.8% | $140,016-44.9% | $135,375-43.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.43% | 911.38%-915.8pp | 651.12%-655.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,836 | $6,420-55.8% | $5,606-49.4% | $4,779-40.6% |
| Participant deferral / active EE | $6,480 | $7,642-15.2% | $6,927-6.5% | $5,609+15.5% |
| Admin fee / account holder | $4,612 | $13,328-65.4% | $10,705-56.9% | $10,827-57.4% |