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 | $207,199 | $138,044+50.1% | $125,339+65.3% | $134,475+54.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.77% | 750.33%-764.1pp | 572.05%-585.8pp | 417.96%-431.7pp |
| Employer contribution / active EE | $18,085 | $5,243+244.9% | $4,814+275.7% | $4,740+281.6% |
| Participant deferral / active EE | $6,075 | $7,799-22.1% | $7,446-18.4% | $6,400-5.1% |
| Admin fee / account holder | $19,643 | $11,571+69.8% | $10,010+96.2% | $11,426+71.9% |