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 | $125,627 | $138,065-9.0% | $123,544+1.7% | $135,375-7.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.42% | 153.68%-156.1pp | 119.20%-121.6pp | 519.73%-522.2pp |
| Employer contribution / active EE | $7,243 | $5,151+40.6% | $4,628+56.5% | $4,779+51.6% |
| Participant deferral / active EE | $10,235 | $6,799+50.5% | $6,426+59.3% | $5,609+82.5% |
| Admin fee / account holder | $144,873 | $10,916+1227.2% | $9,284+1460.5% | $10,827+1238.1% |