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 | $98,746 | $138,044-28.5% | $125,339-21.2% | $134,475-26.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.17% | 750.33%-769.5pp | 572.05%-591.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $5,180 | $5,243-1.2% | $4,814+7.6% | $4,740+9.3% |
| Participant deferral / active EE | $6,876 | $7,799-11.8% | $7,446-7.7% | $6,400+7.4% |
| Admin fee / account holder | $444 | $11,571-96.2% | $10,010-95.6% | $11,426-96.1% |