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 | $83,178 | $99,640-16.5% | $86,436-3.8% | $134,475-38.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -16.95% | 6782.58%-6799.5pp | 4394.89%-4411.8pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,170 | $4,400-50.7% | $3,769-42.4% | $4,740-54.2% |
| Participant deferral / active EE | $4,723 | $7,246-34.8% | $6,952-32.1% | $6,400-26.2% |
| Admin fee / account holder | $8,601 | $8,371+2.7% | $6,731+27.8% | $11,426-24.7% |