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 | $173,806 | $138,065+25.9% | $123,544+40.7% | $135,375+28.4% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -4.53% | 153.68%-158.2pp | 119.20%-123.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,802 | $5,151-65.0% | $4,628-61.1% | $4,779-62.3% |
| Participant deferral / active EE | $7,673 | $6,799+12.9% | $6,426+19.4% | $5,609+36.8% |
| Admin fee / account holder | $4,557 | $10,916-58.3% | $9,284-50.9% | $10,827-57.9% |