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 | $161,007 | $190,805-15.6% | $159,960+0.7% | $134,475+19.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.51% | 552.23%-569.7pp | 408.60%-426.1pp | 417.96%-435.5pp |
| Employer contribution / active EE | $4,996 | $4,9950% | $4,226+18.2% | $4,740+5.4% |
| Participant deferral / active EE | $12,516 | $6,923+80.8% | $6,182+102.4% | $6,400+95.6% |
| Admin fee / account holder | $33,867 | $10,471+223.4% | $8,698+289.4% | $11,426+196.4% |