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 6-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 | $107,559 | $152,509-29.5% | $117,472-8.4% | $134,475-20.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -10.57% | 52.99%-63.6pp | 29.74%-40.3pp | 417.96%-428.5pp |
| Employer contribution / active EE | $25,000 | $5,571+348.8% | $4,176+498.7% | $4,740+427.5% |
| Participant deferral / active EE | $17,194 | $4,818+256.9% | $4,070+322.4% | $6,400+168.7% |
| Admin fee / account holder | $442 | $7,004-93.7% | $5,645-92.2% | $11,426-96.1% |