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 | $77,069 | $138,044-44.2% | $125,339-38.5% | $134,475-42.7% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.4pp | 81.2%-4.3pp |
| Annual return | -16.66% | 750.33%-767.0pp | 572.05%-588.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $5,306 | $5,243+1.2% | $4,814+10.2% | $4,740+12.0% |
| Participant deferral / active EE | $11,219 | $7,799+43.9% | $7,446+50.7% | $6,400+75.3% |
| Admin fee / account holder | $13,060 | $11,571+12.9% | $10,010+30.5% | $11,426+14.3% |