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 | $115,429 | $92,703+24.5% | $82,719+39.5% | $134,475-14.2% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -17.03% | 944.92%-962.0pp | 701.18%-718.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,160 | $3,274-3.5% | $3,009+5.0% | $4,740-33.3% |
| Participant deferral / active EE | $6,549 | $4,802+36.4% | $4,395+49.0% | $6,400+2.3% |
| Admin fee / account holder | $4,222 | $5,983-29.4% | $5,329-20.8% | $11,426-63.0% |