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 | $97,583 | $138,044-29.3% | $125,339-22.1% | $134,475-27.4% |
| Participation rate | 73.7% | 84.5%-10.8pp | 82.4%-8.7pp | 81.2%-7.5pp |
| Annual return | -15.57% | 750.33%-765.9pp | 572.05%-587.6pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,234 | $5,243-57.4% | $4,814-53.6% | $4,740-52.9% |
| Participant deferral / active EE | $4,665 | $7,799-40.2% | $7,446-37.4% | $6,400-27.1% |
| Admin fee / account holder | $962 | $11,571-91.7% | $10,010-90.4% | $11,426-91.6% |