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 | $203,022 | $180,449+12.5% | $154,107+31.7% | $135,375+50.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.20% | 888.09%-895.3pp | 735.12%-742.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $6,195 | $6,035+2.7% | $5,298+16.9% | $4,779+29.6% |
| Participant deferral / active EE | $16,046 | $5,806+176.4% | $5,081+215.8% | $5,609+186.1% |
| Admin fee / account holder | $5,997 | $16,143-62.8% | $13,411-55.3% | $10,827-44.6% |