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 | $236,824 | $105,860+123.7% | $90,749+161.0% | $134,475+76.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.68% | -11.01%-5.7pp | -12.16%-4.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $21,429 | $3,462+518.9% | $2,921+633.6% | $4,740+352.1% |
| Participant deferral / active EE | $6,832 | $5,216+31.0% | $4,564+49.7% | $6,400+6.8% |
| Admin fee / account holder | $4,092 | $13,938-70.6% | $8,445-51.5% | $11,426-64.2% |