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 8-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 | $150,572 | $82,664+82.2% | $125,339+20.1% | $68,494+119.8% |
| Participation rate | 97.0% | 75.0%+21.9pp | 82.4%+14.6pp | 67.9%+29.1pp |
| Annual return | -18.25% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $6,479 | $3,381+91.6% | $4,814+34.6% | $2,596+149.6% |
| Participant deferral / active EE | $5,300 | $6,110-13.3% | $7,446-28.8% | $4,027+31.6% |
| Admin fee / account holder | $6,710 | $6,275+6.9% | $10,010-33.0% | $5,403+24.2% |