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 | $70,649 | $138,065-48.8% | $123,544-42.8% | $135,375-47.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.57% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,762 | $5,151-65.8% | $4,628-61.9% | $4,779-63.1% |
| Participant deferral / active EE | $6,411 | $6,799-5.7% | $6,426-0.2% | $5,609+14.3% |
| Admin fee / account holder | $504 | $10,916-95.4% | $9,284-94.6% | $10,827-95.3% |