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 | $236,852 | $82,664+186.5% | $125,339+89.0% | $68,494+245.8% |
| Participation rate | 90.6% | 75.0%+15.6pp | 82.4%+8.3pp | 67.9%+22.7pp |
| Annual return | -15.57% | -5.97%-9.6pp | 572.05%-587.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $13,322 | $3,381+294.0% | $4,814+176.7% | $2,596+413.1% |
| Participant deferral / active EE | $9,242 | $6,110+51.2% | $7,446+24.1% | $4,027+129.5% |
| Admin fee / account holder | $33,739 | $6,275+437.6% | $10,010+237.1% | $5,403+524.5% |