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 | $178,585 | $138,044+29.4% | $125,339+42.5% | $134,475+32.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.04% | 750.33%-758.4pp | 572.05%-580.1pp | 417.96%-426.0pp |
| Employer contribution / active EE | $12,135 | $5,243+131.4% | $4,814+152.1% | $4,740+156.0% |
| Participant deferral / active EE | $8,535 | $7,799+9.4% | $7,446+14.6% | $6,400+33.4% |
| Admin fee / account holder | $2,941 | $11,571-74.6% | $10,010-70.6% | $11,426-74.3% |