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 | $180,122 | $138,065+30.5% | $123,544+45.8% | $135,375+33.1% |
| Participation rate | 95.0% | 84.7%+10.3pp | 82.3%+12.7pp | 82.6%+12.4pp |
| Annual return | -6.41% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.1pp |
| Employer contribution / active EE | $5,350 | $5,151+3.9% | $4,628+15.6% | $4,779+12.0% |
| Participant deferral / active EE | $9,679 | $6,799+42.4% | $6,426+50.6% | $5,609+72.6% |
| Admin fee / account holder | $1,600 | $10,916-85.3% | $9,284-82.8% | $10,827-85.2% |