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 | $76,128 | $138,065-44.9% | $123,544-38.4% | $135,375-43.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.93% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $8,592 | $5,151+66.8% | $4,628+85.7% | $4,779+79.8% |
| Participant deferral / active EE | $8,891 | $6,799+30.8% | $6,426+38.4% | $5,609+58.5% |
| Admin fee / account holder | $1,185 | $10,916-89.1% | $9,284-87.2% | $10,827-89.1% |