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 | $92,048 | $180,449-49.0% | $154,107-40.3% | $135,375-32.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.23% | 888.09%-893.3pp | 735.12%-740.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $3,501 | $6,035-42.0% | $5,298-33.9% | $4,779-26.7% |
| Participant deferral / active EE | $9,253 | $5,806+59.4% | $5,081+82.1% | $5,609+65.0% |
| Admin fee / account holder | $16,474 | $16,143+2.1% | $13,411+22.8% | $10,827+52.2% |