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 | $35,284 | $138,065-74.4% | $123,544-71.4% | $135,375-73.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.51% | 153.68%-157.2pp | 119.20%-122.7pp | 519.73%-523.2pp |
| Employer contribution / active EE | $1,670 | $5,151-67.6% | $4,628-63.9% | $4,779-65.1% |
| Participant deferral / active EE | $5,200 | $6,799-23.5% | $6,426-19.1% | $5,609-7.3% |
| Admin fee / account holder | $21,884 | $10,916+100.5% | $9,284+135.7% | $10,827+102.1% |