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 | $188,931 | $54,350+247.6% | $82,719+128.4% | $68,494+175.8% |
| Participation rate | 98.3% | 63.9%+34.4pp | 72.6%+25.7pp | 67.9%+30.4pp |
| Annual return | -12.04% | -13.67%+1.6pp | 701.18%-713.2pp | -7.84%-4.2pp |
| Employer contribution / active EE | $5,269 | $2,218+137.6% | $3,009+75.1% | $2,596+102.9% |
| Participant deferral / active EE | $9,560 | $3,246+194.5% | $4,395+117.5% | $4,027+137.4% |
| Admin fee / account holder | $55,965 | $4,395+1173.3% | $5,329+950.2% | $5,403+935.9% |