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 | $217,526 | $95,862+126.9% | $79,550+173.4% | $134,475+61.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -0.45% | -2.69%+2.2pp | 0.16%-0.6pp | 417.96%-418.4pp |
| Employer contribution / active EE | $27,807 | $3,128+789.0% | $2,413+1052.3% | $4,740+486.7% |
| Participant deferral / active EE | $13,667 | $4,693+191.2% | $3,985+242.9% | $6,400+113.6% |
| Admin fee / account holder | $4,478 | $9,126-50.9% | $6,832-34.5% | $11,426-60.8% |