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 6-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 | $133,013 | $138,044-3.6% | $125,339+6.1% | $134,475-1.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.62% | 750.33%-764.9pp | 572.05%-586.7pp | 417.96%-432.6pp |
| Employer contribution / active EE | $9,330 | $5,243+77.9% | $4,814+93.8% | $4,740+96.8% |
| Participant deferral / active EE | $5,674 | $7,799-27.3% | $7,446-23.8% | $6,400-11.3% |
| Admin fee / account holder | $1,014 | $11,571-91.2% | $10,010-89.9% | $11,426-91.1% |