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 | $184,297 | $190,805-3.4% | $159,960+15.2% | $134,475+37.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -7.05% | 552.23%-559.3pp | 408.60%-415.7pp | 417.96%-425.0pp |
| Employer contribution / active EE | $10,000 | $4,995+100.2% | $4,226+136.6% | $4,740+111.0% |
| Participant deferral / active EE | $25,427 | $6,923+267.3% | $6,182+311.3% | $6,400+297.3% |
| Admin fee / account holder | $19,852 | $10,471+89.6% | $8,698+128.2% | $11,426+73.7% |