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 | $75,100 | $168,632-55.5% | $147,614-49.1% | $125,391-40.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.18% | 77.65%-78.8pp | 61.98%-63.2pp | 282.22%-283.4pp |
| Employer contribution / active EE | $3,091 | $6,252-50.6% | $5,564-44.4% | $4,866-36.5% |
| Participant deferral / active EE | $5,402 | $5,507-1.9% | $4,895+10.3% | $5,352+0.9% |
| Admin fee / account holder | $2,632 | $13,580-80.6% | $11,611-77.3% | $9,540-72.4% |