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 | $234,725 | $138,065+70.0% | $123,544+90.0% | $135,375+73.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -5.36% | 153.68%-159.0pp | 119.20%-124.6pp | 519.73%-525.1pp |
| Employer contribution / active EE | $26,116 | $5,151+407.0% | $4,628+464.3% | $4,779+446.5% |
| Participant deferral / active EE | $8,908 | $6,799+31.0% | $6,426+38.6% | $5,609+58.8% |
| Admin fee / account holder | $63,576 | $10,916+482.4% | $9,284+584.8% | $10,827+487.2% |