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 | $110,097 | $138,065-20.3% | $123,544-10.9% | $135,375-18.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.88% | 153.68%-161.6pp | 119.20%-127.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $3,168 | $5,151-38.5% | $4,628-31.6% | $4,779-33.7% |
| Participant deferral / active EE | $6,563 | $6,799-3.5% | $6,426+2.1% | $5,609+17.0% |
| Admin fee / account holder | $2,324 | $10,916-78.7% | $9,284-75.0% | $10,827-78.5% |