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 | $107,835 | $180,449-40.2% | $154,107-30.0% | $135,375-20.3% |
| Participation rate | 94.1% | 87.4%+6.7pp | 83.0%+11.1pp | 82.6%+11.5pp |
| Annual return | -5.98% | 888.09%-894.1pp | 735.12%-741.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,626 | $6,035-56.5% | $5,298-50.4% | $4,779-45.1% |
| Participant deferral / active EE | $3,763 | $5,806-35.2% | $5,081-25.9% | $5,609-32.9% |
| Admin fee / account holder | $869 | $16,143-94.6% | $13,411-93.5% | $10,827-92.0% |