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 8-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 | $189,371 | $190,805-0.8% | $159,960+18.4% | $134,475+40.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.44% | 552.23%-571.7pp | 408.60%-428.0pp | 417.96%-437.4pp |
| Employer contribution / active EE | $18,720 | $4,995+274.8% | $4,226+343.0% | $4,740+295.0% |
| Participant deferral / active EE | $18,720 | $6,923+170.4% | $6,182+202.8% | $6,400+192.5% |
| Admin fee / account holder | $809 | $10,471-92.3% | $8,698-90.7% | $11,426-92.9% |