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 | $79,277 | $97,757-18.9% | $83,848-5.5% | $135,375-41.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.23% | 1287.37%-1294.6pp | 850.88%-858.1pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,301 | $4,222-45.5% | $3,631-36.6% | $4,779-51.8% |
| Participant deferral / active EE | $3,818 | $4,682-18.4% | $4,082-6.4% | $5,609-31.9% |
| Admin fee / account holder | $1,014 | $6,674-84.8% | $5,478-81.5% | $10,827-90.6% |