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 | $193,888 | $168,632+15.0% | $147,614+31.3% | $125,391+54.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.00% | 77.65%-80.6pp | 61.98%-65.0pp | 282.22%-285.2pp |
| Employer contribution / active EE | $9,386 | $6,252+50.1% | $5,564+68.7% | $4,866+92.9% |
| Participant deferral / active EE | $6,429 | $5,507+16.7% | $4,895+31.3% | $5,352+20.1% |
| Admin fee / account holder | $1,968 | $13,580-85.5% | $11,611-83.1% | $9,540-79.4% |