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 | $210,137 | $97,044+116.5% | $83,333+152.2% | $135,375+55.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -1.20% | 12.31%-13.5pp | 10.63%-11.8pp | 519.73%-520.9pp |
| Employer contribution / active EE | $7,633 | $4,143+84.2% | $3,379+125.9% | $4,779+59.7% |
| Participant deferral / active EE | $8,423 | $5,964+41.2% | $5,565+51.4% | $5,609+50.2% |
| Admin fee / account holder | $113,041 | $8,380+1249.0% | $7,510+1405.1% | $10,827+944.1% |