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 | $106,045 | $160,055-33.7% | $140,016-24.3% | $135,375-21.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.59% | 911.38%-910.8pp | 651.12%-650.5pp | 519.73%-519.1pp |
| Employer contribution / active EE | $8,105 | $6,420+26.2% | $5,606+44.6% | $4,779+69.6% |
| Participant deferral / active EE | $4,946 | $7,642-35.3% | $6,927-28.6% | $5,609-11.8% |
| Admin fee / account holder | $3,562 | $13,328-73.3% | $10,705-66.7% | $10,827-67.1% |