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 | $125,517 | $160,055-21.6% | $140,016-10.4% | $135,375-7.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.29% | 911.38%-917.7pp | 651.12%-657.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $3,887 | $6,420-39.5% | $5,606-30.7% | $4,779-18.7% |
| Participant deferral / active EE | $11,112 | $7,642+45.4% | $6,927+60.4% | $5,609+98.1% |
| Admin fee / account holder | $1,264 | $13,328-90.5% | $10,705-88.2% | $10,827-88.3% |