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 | $93,408 | $92,703+0.8% | $82,719+12.9% | $134,475-30.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.08% | 944.92%-960.0pp | 701.18%-716.3pp | 417.96%-433.0pp |
| Employer contribution / active EE | $7,638 | $3,274+133.3% | $3,009+153.8% | $4,740+61.1% |
| Participant deferral / active EE | $9,765 | $4,802+103.3% | $4,395+122.2% | $6,400+52.6% |
| Admin fee / account holder | $16,390 | $5,983+174.0% | $5,329+207.6% | $11,426+43.4% |