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 | $52,537 | $160,055-67.2% | $140,016-62.5% | $135,375-61.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.77% | 911.38%-918.2pp | 651.12%-657.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $7,628 | $6,420+18.8% | $5,606+36.1% | $4,779+59.6% |
| Participant deferral / active EE | $7,657 | $7,642+0.2% | $6,927+10.5% | $5,609+36.5% |
| Admin fee / account holder | $1,922 | $13,328-85.6% | $10,705-82.0% | $10,827-82.2% |