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 | $158,342 | $138,065+14.7% | $123,544+28.2% | $135,375+17.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.91% | 153.68%-158.6pp | 119.20%-124.1pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,845 | $5,151-64.2% | $4,628-60.1% | $4,779-61.4% |
| Participant deferral / active EE | $7,490 | $6,799+10.2% | $6,426+16.6% | $5,609+33.5% |
| Admin fee / account holder | $3,540 | $10,916-67.6% | $9,284-61.9% | $10,827-67.3% |