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 | $100,305 | $67,331+49.0% | $60,874+64.8% | $134,475-25.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -1.54% | 49.93%-51.5pp | 16.90%-18.4pp | 417.96%-419.5pp |
| Employer contribution / active EE | $4,870 | $3,096+57.3% | $2,701+80.3% | $4,740+2.8% |
| Participant deferral / active EE | $8,143 | $4,538+79.4% | $3,817+113.3% | $6,400+27.2% |
| Admin fee / account holder | $8,118 | $4,582+77.2% | $3,224+151.8% | $11,426-29.0% |