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 | $89,215 | $97,757-8.7% | $83,848+6.4% | $135,375-34.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.05% | 1287.37%-1293.4pp | 850.88%-856.9pp | 519.73%-525.8pp |
| Employer contribution / active EE | $7,714 | $4,222+82.7% | $3,631+112.5% | $4,779+61.4% |
| Participant deferral / active EE | $6,285 | $4,682+34.2% | $4,082+54.0% | $5,609+12.1% |
| Admin fee / account holder | $3,700 | $6,674-44.6% | $5,478-32.5% | $10,827-65.8% |