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 | $75,966 | $138,044-45.0% | $125,339-39.4% | $134,475-43.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.13% | 750.33%-770.5pp | 572.05%-592.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $4,149 | $5,243-20.9% | $4,814-13.8% | $4,740-12.5% |
| Participant deferral / active EE | $15,050 | $7,799+93.0% | $7,446+102.1% | $6,400+135.2% |
| Admin fee / account holder | $3,052 | $11,571-73.6% | $10,010-69.5% | $11,426-73.3% |