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 | $126,191 | $138,044-8.6% | $125,339+0.7% | $134,475-6.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.77% | 750.33%-769.1pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $17,060 | $5,243+225.4% | $4,814+254.4% | $4,740+259.9% |
| Participant deferral / active EE | $18,891 | $7,799+142.2% | $7,446+153.7% | $6,400+195.2% |
| Admin fee / account holder | $4,049 | $11,571-65.0% | $10,010-59.6% | $11,426-64.6% |