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 | $163,438 | $138,044+18.4% | $125,339+30.4% | $134,475+21.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.14% | 750.33%-764.5pp | 572.05%-586.2pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,350 | $5,243-74.2% | $4,814-71.9% | $4,740-71.5% |
| Participant deferral / active EE | $6,976 | $7,799-10.6% | $7,446-6.3% | $6,400+9.0% |
| Admin fee / account holder | $10,930 | $11,571-5.5% | $10,010+9.2% | $11,426-4.3% |