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 | $60,899 | $160,055-62.0% | $140,016-56.5% | $135,375-55.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.32% | 911.38%-917.7pp | 651.12%-657.4pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,583 | $6,420-75.3% | $5,606-71.8% | $4,779-66.9% |
| Participant deferral / active EE | $8,771 | $7,642+14.8% | $6,927+26.6% | $5,609+56.4% |
| Admin fee / account holder | $17,035 | $13,328+27.8% | $10,705+59.1% | $10,827+57.3% |