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 | $193,122 | $76,000+154.1% | $154,107+25.3% | $64,186+200.9% |
| Participation rate | 94.7% | 70.4%+24.3pp | 83.0%+11.7pp | 69.6%+25.2pp |
| Annual return | -5.61% | 30.32%-35.9pp | 735.12%-740.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $13,707 | $3,351+309.1% | $5,298+158.7% | $2,381+475.7% |
| Participant deferral / active EE | $9,273 | $3,175+192.1% | $5,081+82.5% | $3,470+167.3% |
| Admin fee / account holder | $6,624 | $5,596+18.4% | $13,411-50.6% | $4,888+35.5% |