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 | $197,301 | $152,509+29.4% | $117,472+68.0% | $134,475+46.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.89% | 52.99%-65.9pp | 29.74%-42.6pp | 417.96%-430.9pp |
| Employer contribution / active EE | $3,119 | $5,571-44.0% | $4,176-25.3% | $4,740-34.2% |
| Participant deferral / active EE | $16,000 | $4,818+232.1% | $4,070+293.1% | $6,400+150.0% |
| Admin fee / account holder | $1,184 | $7,004-83.1% | $5,645-79.0% | $11,426-89.6% |