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 | $146,245 | $54,350+169.1% | $82,719+76.8% | $68,494+113.5% |
| Participation rate | 95.0% | 63.9%+31.1pp | 72.6%+22.4pp | 67.9%+27.1pp |
| Annual return | -9.06% | -13.67%+4.6pp | 701.18%-710.2pp | -7.84%-1.2pp |
| Employer contribution / active EE | $6,227 | $2,218+180.7% | $3,009+107.0% | $2,596+139.8% |
| Participant deferral / active EE | $8,443 | $3,246+160.1% | $4,395+92.1% | $4,027+109.6% |
| Admin fee / account holder | $36,263 | $4,395+725.0% | $5,329+580.5% | $5,403+571.2% |