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 | $192,806 | $94,529+104.0% | $140,016+37.7% | $64,186+200.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.47% | 7.77%-14.2pp | 651.12%-657.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $4,605 | $3,812+20.8% | $5,606-17.9% | $2,381+93.4% |
| Participant deferral / active EE | $13,108 | $5,250+149.7% | $6,927+89.2% | $3,470+277.8% |
| Admin fee / account holder | $1,509 | $6,741-77.6% | $10,705-85.9% | $4,888-69.1% |