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 4-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 | $190,467 | $99,640+91.2% | $86,436+120.4% | $134,475+41.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.24% | 6782.58%-6801.8pp | 4394.89%-4414.1pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,564 | $4,400-41.7% | $3,769-32.0% | $4,740-45.9% |
| Participant deferral / active EE | $10,250 | $7,246+41.5% | $6,952+47.4% | $6,400+60.2% |
| Admin fee / account holder | $2,465 | $8,371-70.6% | $6,731-63.4% | $11,426-78.4% |