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 | $157,895 | $138,044+14.4% | $125,339+26.0% | $134,475+17.4% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -18.81% | 750.33%-769.1pp | 572.05%-590.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,667 | $5,243-30.1% | $4,814-23.8% | $4,740-22.6% |
| Participant deferral / active EE | $8,784 | $7,799+12.6% | $7,446+18.0% | $6,400+37.3% |
| Admin fee / account holder | $1,065 | $11,571-90.8% | $10,010-89.4% | $11,426-90.7% |