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 9-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 | $135,075 | $160,055-15.6% | $140,016-3.5% | $135,375-0.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.29% | 911.38%-919.7pp | 651.12%-659.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,962 | $6,420-53.9% | $5,606-47.2% | $4,779-38.0% |
| Participant deferral / active EE | $7,695 | $7,642+0.7% | $6,927+11.1% | $5,609+37.2% |
| Admin fee / account holder | $2,656 | $13,328-80.1% | $10,705-75.2% | $10,827-75.5% |