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 | $205,612 | $180,449+13.9% | $154,107+33.4% | $135,375+51.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.82% | 888.09%-895.9pp | 735.12%-742.9pp | 519.73%-527.6pp |
| Employer contribution / active EE | $11,120 | $6,035+84.3% | $5,298+109.9% | $4,779+132.7% |
| Participant deferral / active EE | $7,492 | $5,806+29.0% | $5,081+47.5% | $5,609+33.6% |
| Admin fee / account holder | $1,178 | $16,143-92.7% | $13,411-91.2% | $10,827-89.1% |