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 | $249,214 | $92,222+170.2% | $76,768+224.6% | $135,375+84.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.85% | 5.46%-12.3pp | 2.43%-9.3pp | 519.73%-526.6pp |
| Employer contribution / active EE | $11,090 | $3,216+244.9% | $2,485+346.2% | $4,779+132.1% |
| Participant deferral / active EE | $21,133 | $4,509+368.7% | $3,852+448.7% | $5,609+276.8% |
| Admin fee / account holder | $2,498 | $10,748-76.8% | $6,675-62.6% | $10,827-76.9% |