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 | $116,360 | $45,152+157.7% | $73,843+57.6% | $59,632+95.1% |
| Participation rate | 70.5% | 64.0%+6.5pp | 73.4%-2.9pp | 68.7%+1.9pp |
| Annual return | -2.22% | 27.40%-29.6pp | 2267.84%-2270.1pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $1,719 | $1,902-9.6% | $2,787-38.3% | $2,203-21.9% |
| Participant deferral / active EE | $5,932 | $2,574+130.5% | $3,583+65.5% | $3,192+85.9% |
| Admin fee / account holder | $5,659 | $3,516+61.0% | $4,880+16.0% | $4,297+31.7% |