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 | $236,880 | $92,703+155.5% | $82,719+186.4% | $134,475+76.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.82% | 944.92%-959.7pp | 701.18%-716.0pp | 417.96%-432.8pp |
| Employer contribution / active EE | $7,528 | $3,274+129.9% | $3,009+150.2% | $4,740+58.8% |
| Participant deferral / active EE | $11,087 | $4,802+130.9% | $4,395+152.3% | $6,400+73.2% |
| Admin fee / account holder | $2,408 | $5,983-59.7% | $5,329-54.8% | $11,426-78.9% |