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 | $97,404 | $138,044-29.4% | $125,339-22.3% | $134,475-27.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.56% | 750.33%-762.9pp | 572.05%-584.6pp | 417.96%-430.5pp |
| Employer contribution / active EE | $11,560 | $5,243+120.5% | $4,814+140.2% | $4,740+143.9% |
| Participant deferral / active EE | $7,390 | $7,799-5.2% | $7,446-0.8% | $6,400+15.5% |
| Admin fee / account holder | $5,523 | $11,571-52.3% | $10,010-44.8% | $11,426-51.7% |