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 | $212,469 | $138,044+53.9% | $125,339+69.5% | $134,475+58.0% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -0.71% | 750.33%-751.0pp | 572.05%-572.8pp | 417.96%-418.7pp |
| Employer contribution / active EE | $25,000 | $5,243+376.8% | $4,814+419.4% | $4,740+427.5% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,446-100.0% | $6,400-100.0% |
| Admin fee / account holder | $105,978 | $11,571+815.9% | $10,010+958.8% | $11,426+827.5% |