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 | $241,122 | $54,350+343.6% | $82,719+191.5% | $68,494+252.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -19.06% | -13.67%-5.4pp | 701.18%-720.2pp | -7.84%-11.2pp |
| Employer contribution / active EE | $24,370 | $2,218+998.7% | $3,009+709.9% | $2,596+838.7% |
| Participant deferral / active EE | $5,969 | $3,246+83.9% | $4,395+35.8% | $4,027+48.2% |
| Admin fee / account holder | $12,229 | $4,395+178.2% | $5,329+129.5% | $5,403+126.4% |