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 | $191,466 | $97,757+95.9% | $83,848+128.3% | $135,375+41.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.02% | 1287.37%-1296.4pp | 850.88%-859.9pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,284 | $4,222-69.6% | $3,631-64.6% | $4,779-73.1% |
| Participant deferral / active EE | $17,055 | $4,682+264.2% | $4,082+317.8% | $5,609+204.1% |
| Admin fee / account holder | $1,551 | $6,674-76.8% | $5,478-71.7% | $10,827-85.7% |