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 | $176,702 | $138,065+28.0% | $123,544+43.0% | $135,375+30.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.55% | 153.68%-158.2pp | 119.20%-123.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $4,947 | $5,151-4.0% | $4,628+6.9% | $4,779+3.5% |
| Participant deferral / active EE | $4,820 | $6,799-29.1% | $6,426-25.0% | $5,609-14.1% |
| Admin fee / account holder | $371 | $10,916-96.6% | $9,284-96.0% | $10,827-96.6% |