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 | $196,822 | $135,635+45.1% | $110,238+78.5% | $135,375+45.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.07% | 513.19%-518.3pp | 314.74%-319.8pp | 519.73%-524.8pp |
| Employer contribution / active EE | $12,180 | $4,906+148.3% | $3,826+218.3% | $4,779+154.9% |
| Participant deferral / active EE | $13,000 | $5,506+136.1% | $4,672+178.3% | $5,609+131.8% |
| Admin fee / account holder | $718 | $11,457-93.7% | $8,547-91.6% | $10,827-93.4% |