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 | $162,832 | $50,958+219.5% | $74,550+118.4% | $64,186+153.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.41% | -1.86%-3.6pp | 32.53%-37.9pp | 7.63%-13.0pp |
| Employer contribution / active EE | $4,315 | $1,115+286.9% | $1,961+120.0% | $2,381+81.2% |
| Participant deferral / active EE | $7,347 | $2,301+219.2% | $3,108+136.4% | $3,470+111.8% |
| Admin fee / account holder | $21,674 | $4,223+413.3% | $5,060+328.4% | $4,888+343.4% |