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 | $143,502 | $138,044+4.0% | $125,339+14.5% | $134,475+6.7% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -18.88% | 750.33%-769.2pp | 572.05%-590.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $17,956 | $5,243+242.5% | $4,814+273.0% | $4,740+278.9% |
| Participant deferral / active EE | $12,148 | $7,799+55.8% | $7,446+63.1% | $6,400+89.8% |
| Admin fee / account holder | $973 | $11,571-91.6% | $10,010-90.3% | $11,426-91.5% |