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 | $125,944 | $138,065-8.8% | $123,544+1.9% | $135,375-7.0% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -6.43% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $12,612 | $5,151+144.8% | $4,628+172.5% | $4,779+163.9% |
| Participant deferral / active EE | $5,292 | $6,799-22.2% | $6,426-17.6% | $5,609-5.6% |
| Admin fee / account holder | $56,961 | $10,916+421.8% | $9,284+513.6% | $10,827+426.1% |