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 | $52,638 | $95,971-45.2% | $74,550-29.4% | $135,375-61.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.42% | 56.96%-62.4pp | 32.53%-38.0pp | 519.73%-525.2pp |
| Employer contribution / active EE | $9,182 | $2,716+238.0% | $1,961+368.2% | $4,779+92.1% |
| Participant deferral / active EE | $7,275 | $3,843+89.3% | $3,108+134.1% | $5,609+29.7% |
| Admin fee / account holder | $1,392 | $6,522-78.6% | $5,060-72.5% | $10,827-87.1% |