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 | $210,294 | $190,805+10.2% | $159,960+31.5% | $134,475+56.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.63% | 552.23%-565.9pp | 408.60%-422.2pp | 417.96%-431.6pp |
| Employer contribution / active EE | $2,897 | $4,995-42.0% | $4,226-31.5% | $4,740-38.9% |
| Participant deferral / active EE | $16,961 | $6,923+145.0% | $6,182+174.3% | $6,400+165.0% |
| Admin fee / account holder | $6,417 | $10,471-38.7% | $8,698-26.2% | $11,426-43.8% |