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 | $165,227 | $138,044+19.7% | $125,339+31.8% | $134,475+22.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.39% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $9,892 | $5,243+88.7% | $4,814+105.5% | $4,740+108.7% |
| Participant deferral / active EE | $14,043 | $7,799+80.1% | $7,446+88.6% | $6,400+119.4% |
| Admin fee / account holder | $4,760 | $11,571-58.9% | $10,010-52.4% | $11,426-58.3% |