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 | $215,907 | $82,286+162.4% | $68,791+213.9% | $134,475+60.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.50% | -2.19%-15.3pp | -6.38%-11.1pp | 417.96%-435.5pp |
| Employer contribution / active EE | $15,395 | $3,301+366.4% | $2,655+479.8% | $4,740+224.8% |
| Participant deferral / active EE | $15,638 | $4,739+230.0% | $3,941+296.8% | $6,400+144.3% |
| Admin fee / account holder | $1,006 | $6,481-84.5% | $4,932-79.6% | $11,426-91.2% |