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 | $130,920 | $138,044-5.2% | $125,339+4.5% | $134,475-2.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -15.77% | 750.33%-766.1pp | 572.05%-587.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,709 | $5,243-29.3% | $4,814-22.9% | $4,740-21.7% |
| Participant deferral / active EE | $5,283 | $7,799-32.3% | $7,446-29.0% | $6,400-17.4% |
| Admin fee / account holder | $12,155 | $11,571+5.0% | $10,010+21.4% | $11,426+6.4% |