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 | $176,523 | $91,911+92.1% | $68,793+156.6% | $135,375+30.4% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -4.75% | -8.22%+3.5pp | -4.63%-0.1pp | 519.73%-524.5pp |
| Employer contribution / active EE | $30,845 | $3,924+686.1% | $2,625+1075.0% | $4,779+545.5% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $132,878 | $9,240+1338.0% | $5,131+2489.9% | $10,827+1127.3% |