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 | $134,100 | $190,805-29.7% | $159,960-16.2% | $134,475-0.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.58% | 552.23%-565.8pp | 408.60%-422.2pp | 417.96%-431.5pp |
| Employer contribution / active EE | $3,104 | $4,995-37.9% | $4,226-26.6% | $4,740-34.5% |
| Participant deferral / active EE | $10,439 | $6,923+50.8% | $6,182+68.8% | $6,400+63.1% |
| Admin fee / account holder | $678 | $10,471-93.5% | $8,698-92.2% | $11,426-94.1% |