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 | $148,033 | $138,044+7.2% | $125,339+18.1% | $134,475+10.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.96% | 750.33%-766.3pp | 572.05%-588.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $3,726 | $5,243-28.9% | $4,814-22.6% | $4,740-21.4% |
| Participant deferral / active EE | $10,646 | $7,799+36.5% | $7,446+43.0% | $6,400+66.4% |
| Admin fee / account holder | $1,917 | $11,571-83.4% | $10,010-80.8% | $11,426-83.2% |