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 | $198,448 | $138,065+43.7% | $123,544+60.6% | $135,375+46.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.88% | 153.68%-158.6pp | 119.20%-124.1pp | 519.73%-524.6pp |
| Employer contribution / active EE | $19,305 | $5,151+274.8% | $4,628+317.2% | $4,779+304.0% |
| Participant deferral / active EE | $16,545 | $6,799+143.3% | $6,426+157.5% | $5,609+195.0% |
| Admin fee / account holder | $25,083 | $10,916+129.8% | $9,284+170.2% | $10,827+131.7% |