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 | $187,683 | $138,044+36.0% | $125,339+49.7% | $134,475+39.6% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -17.03% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,356 | $5,243-36.0% | $4,814-30.3% | $4,740-29.2% |
| Participant deferral / active EE | $10,964 | $7,799+40.6% | $7,446+47.2% | $6,400+71.3% |
| Admin fee / account holder | $4,846 | $11,571-58.1% | $10,010-51.6% | $11,426-57.6% |