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 | $88,546 | $92,703-4.5% | $82,719+7.0% | $134,475-34.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.85% | 944.92%-960.8pp | 701.18%-717.0pp | 417.96%-433.8pp |
| Employer contribution / active EE | $4,929 | $3,274+50.5% | $3,009+63.8% | $4,740+4.0% |
| Participant deferral / active EE | $6,901 | $4,802+43.7% | $4,395+57.0% | $6,400+7.8% |
| Admin fee / account holder | $12,567 | $5,983+110.1% | $5,329+135.8% | $11,426+10.0% |