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 | $185,701 | $138,044+34.5% | $125,339+48.2% | $134,475+38.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.17% | 750.33%-765.5pp | 572.05%-587.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $19,018 | $5,243+262.7% | $4,814+295.1% | $4,740+301.3% |
| Participant deferral / active EE | $13,641 | $7,799+74.9% | $7,446+83.2% | $6,400+113.1% |
| Admin fee / account holder | $2,117 | $11,571-81.7% | $10,010-78.9% | $11,426-81.5% |