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 | $115,686 | $138,065-16.2% | $123,544-6.4% | $135,375-14.5% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -5.52% | 153.68%-159.2pp | 119.20%-124.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $3,756 | $5,151-27.1% | $4,628-18.8% | $4,779-21.4% |
| Participant deferral / active EE | $4,357 | $6,799-35.9% | $6,426-32.2% | $5,609-22.3% |
| Admin fee / account holder | $2,788 | $10,916-74.5% | $9,284-70.0% | $10,827-74.2% |