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 | $110,130 | $106,543+3.4% | $91,220+20.7% | $134,475-18.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.04% | 160.60%-179.6pp | 114.01%-133.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $3,261 | $3,331-2.1% | $2,850+14.4% | $4,740-31.2% |
| Participant deferral / active EE | $8,962 | $4,719+89.9% | $4,234+111.7% | $6,400+40.0% |
| Admin fee / account holder | $1,123 | $6,231-82.0% | $5,420-79.3% | $11,426-90.2% |