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 | $147,768 | $165,984-11.0% | $164,813-10.3% | $145,922+1.3% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 10.48% | 100.03%-89.6pp | 69.93%-59.5pp | 561.29%-550.8pp |
| Employer contribution / active EE | $2,200 | $5,273-58.3% | $4,341-49.3% | $4,660-52.8% |
| Participant deferral / active EE | $4,135 | $6,959-40.6% | $6,031-31.4% | $6,688-38.2% |
| Admin fee / account holder | $738 | $16,648-95.6% | $12,690-94.2% | $13,397-94.5% |