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 | $84,998 | $92,703-8.3% | $82,719+2.8% | $134,475-36.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.01% | 944.92%-956.9pp | 701.18%-713.2pp | 417.96%-430.0pp |
| Employer contribution / active EE | $5,069 | $3,274+54.8% | $3,009+68.5% | $4,740+6.9% |
| Participant deferral / active EE | $7,960 | $4,802+65.8% | $4,395+81.1% | $6,400+24.4% |
| Admin fee / account holder | $61,848 | $5,983+933.8% | $5,329+1060.6% | $11,426+441.3% |