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 | $141,538 | $138,044+2.5% | $125,339+12.9% | $134,475+5.3% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -18.59% | 750.33%-768.9pp | 572.05%-590.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,028 | $5,243-61.3% | $4,814-57.9% | $4,740-57.2% |
| Participant deferral / active EE | $10,809 | $7,799+38.6% | $7,446+45.2% | $6,400+68.9% |
| Admin fee / account holder | $1,199 | $11,571-89.6% | $10,010-88.0% | $11,426-89.5% |