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 | $215,333 | $138,044+56.0% | $125,339+71.8% | $134,475+60.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.98% | 750.33%-762.3pp | 572.05%-584.0pp | 417.96%-429.9pp |
| Employer contribution / active EE | $4,484 | $5,243-14.5% | $4,814-6.8% | $4,740-5.4% |
| Participant deferral / active EE | $17,223 | $7,799+120.8% | $7,446+131.3% | $6,400+169.1% |
| Admin fee / account holder | $420 | $11,571-96.4% | $10,010-95.8% | $11,426-96.3% |