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 | $235,541 | $160,055+47.2% | $140,016+68.2% | $135,375+74.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.19% | 911.38%-918.6pp | 651.12%-658.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $4,214 | $6,420-34.4% | $5,606-24.8% | $4,779-11.8% |
| Participant deferral / active EE | $13,396 | $7,642+75.3% | $6,927+93.4% | $5,609+138.8% |
| Admin fee / account holder | $7,631 | $13,328-42.7% | $10,705-28.7% | $10,827-29.5% |