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 9-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 | $176,688 | $106,543+65.8% | $91,220+93.7% | $134,475+31.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -18.27% | 160.60%-178.9pp | 114.01%-132.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $4,186 | $3,331+25.7% | $2,850+46.9% | $4,740-11.7% |
| Participant deferral / active EE | $7,526 | $4,719+59.5% | $4,234+77.8% | $6,400+17.6% |
| Admin fee / account holder | $1,444 | $6,231-76.8% | $5,420-73.4% | $11,426-87.4% |