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 | $162,621 | $138,044+17.8% | $125,339+29.7% | $134,475+20.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.39% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,525 | $5,243-51.8% | $4,814-47.5% | $4,740-46.7% |
| Participant deferral / active EE | $12,960 | $7,799+66.2% | $7,446+74.1% | $6,400+102.5% |
| Admin fee / account holder | $3,041 | $11,571-73.7% | $10,010-69.6% | $11,426-73.4% |