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 | $115,436 | $138,044-16.4% | $125,339-7.9% | $134,475-14.2% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -20.50% | 750.33%-770.8pp | 572.05%-592.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $16,695 | $5,243+218.4% | $4,814+246.8% | $4,740+252.2% |
| Participant deferral / active EE | $8,315 | $7,799+6.6% | $7,446+11.7% | $6,400+29.9% |
| Admin fee / account holder | $5,926 | $11,571-48.8% | $10,010-40.8% | $11,426-48.1% |