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 | $230,659 | $133,958+72.2% | $112,228+105.5% | $134,475+71.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.80% | 47.11%-57.9pp | 27.45%-38.3pp | 417.96%-428.8pp |
| Employer contribution / active EE | $13,880 | $4,038+243.7% | $3,635+281.9% | $4,740+192.8% |
| Participant deferral / active EE | $10,027 | $5,291+89.5% | $4,728+112.1% | $6,400+56.7% |
| Admin fee / account holder | $34,262 | $7,489+357.5% | $6,410+434.5% | $11,426+199.9% |