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 | $50,413 | $90,600-44.4% | $79,464-36.6% | $135,375-62.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.18% | 977.43%-984.6pp | 718.14%-725.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,523 | $3,068-50.4% | $2,800-45.6% | $4,779-68.1% |
| Participant deferral / active EE | $1,521 | $4,050-62.4% | $3,704-58.9% | $5,609-72.9% |
| Admin fee / account holder | $3,296 | $5,907-44.2% | $5,113-35.5% | $10,827-69.6% |