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 | $246,222 | $138,044+78.4% | $125,339+96.4% | $134,475+83.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.22% | 750.33%-758.5pp | 572.05%-580.3pp | 417.96%-426.2pp |
| Employer contribution / active EE | $1,611 | $5,243-69.3% | $4,814-66.5% | $4,740-66.0% |
| Participant deferral / active EE | $9,792 | $7,799+25.6% | $7,446+31.5% | $6,400+53.0% |
| Admin fee / account holder | $1,328 | $11,571-88.5% | $10,010-86.7% | $11,426-88.4% |