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 | $130,589 | $160,055-18.4% | $140,016-6.7% | $135,375-3.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.92% | 911.38%-917.3pp | 651.12%-657.0pp | 519.73%-525.7pp |
| Employer contribution / active EE | $4,861 | $6,420-24.3% | $5,606-13.3% | $4,779+1.7% |
| Participant deferral / active EE | $16,145 | $7,642+111.3% | $6,927+133.1% | $5,609+187.8% |
| Admin fee / account holder | $944 | $13,328-92.9% | $10,705-91.2% | $10,827-91.3% |