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 | $218,703 | $138,065+58.4% | $123,544+77.0% | $135,375+61.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.95% | 153.68%-158.6pp | 119.20%-124.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $3,403 | $5,151-33.9% | $4,628-26.5% | $4,779-28.8% |
| Participant deferral / active EE | $13,224 | $6,799+94.5% | $6,426+105.8% | $5,609+135.8% |
| Admin fee / account holder | $30,154 | $10,916+176.2% | $9,284+224.8% | $10,827+178.5% |