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 | $124,616 | $138,044-9.7% | $125,339-0.6% | $134,475-7.3% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -13.64% | 750.33%-764.0pp | 572.05%-585.7pp | 417.96%-431.6pp |
| Employer contribution / active EE | $2,727 | $5,243-48.0% | $4,814-43.3% | $4,740-42.5% |
| Participant deferral / active EE | $6,090 | $7,799-21.9% | $7,446-18.2% | $6,400-4.8% |
| Admin fee / account holder | $32,786 | $11,571+183.3% | $10,010+227.5% | $11,426+186.9% |