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 | $210,404 | $82,664+154.5% | $125,339+67.9% | $68,494+207.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 0.27% | -5.97%+6.2pp | 572.05%-571.8pp | -7.84%+8.1pp |
| Employer contribution / active EE | $5,523 | $3,381+63.3% | $4,814+14.7% | $2,596+112.7% |
| Participant deferral / active EE | $9,279 | $6,110+51.8% | $7,446+24.6% | $4,027+130.4% |
| Admin fee / account holder | $11,987 | $6,275+91.0% | $10,010+19.8% | $5,403+121.9% |