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 | $238,077 | $88,594+168.7% | $70,092+239.7% | $134,475+77.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -10.07% | 442.67%-452.7pp | 190.73%-200.8pp | 417.96%-428.0pp |
| Employer contribution / active EE | $3,900 | $3,233+20.6% | $2,559+52.4% | $4,740-17.7% |
| Participant deferral / active EE | $5,949 | $4,772+24.7% | $3,849+54.6% | $6,400-7.0% |
| Admin fee / account holder | $51,238 | $10,441+390.8% | $6,267+717.6% | $11,426+348.4% |