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 | $104,975 | $180,449-41.8% | $154,107-31.9% | $135,375-22.5% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -0.02% | 888.09%-888.1pp | 735.12%-735.1pp | 519.73%-519.8pp |
| Employer contribution / active EE | $10,291 | $6,035+70.5% | $5,298+94.3% | $4,779+115.3% |
| Participant deferral / active EE | $5,065 | $5,806-12.8% | $5,081-0.3% | $5,609-9.7% |
| Admin fee / account holder | $2,064 | $16,143-87.2% | $13,411-84.6% | $10,827-80.9% |