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 | $88,964 | $97,757-9.0% | $83,848+6.1% | $135,375-34.3% |
| Participation rate | 92.9% | 80.0%+12.9pp | 76.1%+16.7pp | 82.6%+10.2pp |
| Annual return | -3.12% | 1287.37%-1290.5pp | 850.88%-854.0pp | 519.73%-522.9pp |
| Employer contribution / active EE | $2,431 | $4,222-42.4% | $3,631-33.1% | $4,779-49.1% |
| Participant deferral / active EE | $5,494 | $4,682+17.3% | $4,082+34.6% | $5,609-2.0% |
| Admin fee / account holder | $29,778 | $6,674+346.2% | $5,478+443.6% | $10,827+175.0% |