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 | $110,778 | $47,977+130.9% | $154,107-28.1% | $56,287+96.8% |
| Participation rate | 98.1% | 66.2%+31.9pp | 83.0%+15.0pp | 69.9%+28.2pp |
| Annual return | -5.00% | 3.54%-8.5pp | 735.12%-740.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $7,467 | $2,169+244.3% | $5,298+41.0% | $2,111+253.7% |
| Participant deferral / active EE | $8,544 | $2,392+257.2% | $5,081+68.2% | $3,350+155.1% |
| Admin fee / account holder | $969 | $438+121.0% | $13,411-92.8% | $521+85.9% |