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 | $98,852 | $180,449-45.2% | $154,107-35.9% | $135,375-27.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.22% | 888.09%-893.3pp | 735.12%-740.3pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,646 | $6,035-72.7% | $5,298-68.9% | $4,779-65.5% |
| Participant deferral / active EE | $3,426 | $5,806-41.0% | $5,081-32.6% | $5,609-38.9% |
| Admin fee / account holder | $5,332 | $16,143-67.0% | $13,411-60.2% | $10,827-50.8% |