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 | $64,943 | $138,065-53.0% | $123,544-47.4% | $135,375-52.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.16% | 153.68%-159.8pp | 119.20%-125.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $6,741 | $5,151+30.9% | $4,628+45.7% | $4,779+41.1% |
| Participant deferral / active EE | $8,230 | $6,799+21.0% | $6,426+28.1% | $5,609+46.7% |
| Admin fee / account holder | $9,066 | $10,916-16.9% | $9,284-2.3% | $10,827-16.3% |