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 | $188,845 | $50,199+276.2% | $70,092+169.4% | $66,914+182.2% |
| Participation rate | 96.0% | 66.3%+29.7pp | 70.5%+25.5pp | 69.8%+26.2pp |
| Annual return | -14.85% | -13.85%-1.0pp | 190.73%-205.6pp | 1.58%-16.4pp |
| Employer contribution / active EE | $18,306 | $1,864+882.1% | $2,559+615.4% | $2,544+619.5% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,849-100.0% | $4,237-100.0% |
| Admin fee / account holder | $13,856 | $600+2210.3% | $6,267+121.1% | $593+2235.6% |