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 | $47,172 | $138,044-65.8% | $125,339-62.4% | $134,475-64.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.45% | 750.33%-765.8pp | 572.05%-587.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,976 | $5,243-62.3% | $4,814-58.9% | $4,740-58.3% |
| Participant deferral / active EE | $4,758 | $7,799-39.0% | $7,446-36.1% | $6,400-25.7% |
| Admin fee / account holder | $561 | $11,571-95.2% | $10,010-94.4% | $11,426-95.1% |