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 | $204,849 | $158,817+29.0% | $121,196+69.0% | $135,375+51.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -2.71% | -0.64%-2.1pp | 16.93%-19.6pp | 519.73%-522.4pp |
| Employer contribution / active EE | $8,040 | $5,665+41.9% | $4,022+99.9% | $4,779+68.2% |
| Participant deferral / active EE | $22,500 | $4,005+461.8% | $3,344+572.7% | $5,609+301.2% |
| Admin fee / account holder | $3,949 | $6,512-39.4% | $5,019-21.3% | $10,827-63.5% |