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 | $40,614 | $160,055-74.6% | $140,016-71.0% | $135,375-70.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.38% | 911.38%-918.8pp | 651.12%-658.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,624 | $6,420-59.1% | $5,606-53.2% | $4,779-45.1% |
| Participant deferral / active EE | $7,160 | $7,642-6.3% | $6,927+3.4% | $5,609+27.7% |
| Admin fee / account holder | $3,321 | $13,328-75.1% | $10,705-69.0% | $10,827-69.3% |