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 | $151,997 | $92,703+64.0% | $82,719+83.8% | $134,475+13.0% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -17.50% | 944.92%-962.4pp | 701.18%-718.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $5,733 | $3,274+75.1% | $3,009+90.5% | $4,740+20.9% |
| Participant deferral / active EE | $15,130 | $4,802+215.1% | $4,395+244.3% | $6,400+136.4% |
| Admin fee / account holder | $8,053 | $5,983+34.6% | $5,329+51.1% | $11,426-29.5% |