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 | $41,523 | $160,055-74.1% | $140,016-70.3% | $135,375-69.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.02% | 911.38%-919.4pp | 651.12%-659.1pp | 519.73%-527.8pp |
| Employer contribution / active EE | $3,234 | $6,420-49.6% | $5,606-42.3% | $4,779-32.3% |
| Participant deferral / active EE | $7,392 | $7,642-3.3% | $6,927+6.7% | $5,609+31.8% |
| Admin fee / account holder | $427 | $13,328-96.8% | $10,705-96.0% | $10,827-96.1% |