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 | $110,709 | $160,055-30.8% | $140,016-20.9% | $135,375-18.2% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -8.21% | 911.38%-919.6pp | 651.12%-659.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,561 | $6,420-75.7% | $5,606-72.2% | $4,779-67.3% |
| Participant deferral / active EE | $3,483 | $7,642-54.4% | $6,927-49.7% | $5,609-37.9% |
| Admin fee / account holder | $4,237 | $13,328-68.2% | $10,705-60.4% | $10,827-60.9% |