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 | $197,232 | $69,518+183.7% | $59,878+229.4% | $135,375+45.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -1.77% | 7.94%-9.7pp | 3.46%-5.2pp | 519.73%-521.5pp |
| Employer contribution / active EE | $4,832 | $3,235+49.4% | $2,722+77.5% | $4,779+1.1% |
| Participant deferral / active EE | $18,500 | $4,206+339.9% | $3,402+443.8% | $5,609+229.8% |
| Admin fee / account holder | $22,547 | $5,734+293.2% | $3,590+528.0% | $10,827+108.2% |