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 | $228,295 | $127,100+79.6% | $105,738+115.9% | $135,375+68.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -6.81% | 4.49%-11.3pp | 6.27%-13.1pp | 519.73%-526.5pp |
| Employer contribution / active EE | $8,042 | $4,107+95.8% | $3,268+146.1% | $4,779+68.3% |
| Participant deferral / active EE | $2,891 | $5,064-42.9% | $4,080-29.1% | $5,609-48.5% |
| Admin fee / account holder | $673 | $9,087-92.6% | $6,913-90.3% | $10,827-93.8% |