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 | $171,841 | $180,449-4.8% | $154,107+11.5% | $135,375+26.9% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -6.49% | 888.09%-894.6pp | 735.12%-741.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $8,616 | $6,035+42.8% | $5,298+62.6% | $4,779+80.3% |
| Participant deferral / active EE | $4,852 | $5,806-16.4% | $5,081-4.5% | $5,609-13.5% |
| Admin fee / account holder | $44,491 | $16,143+175.6% | $13,411+231.8% | $10,827+310.9% |