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 | $111,199 | $138,044-19.4% | $125,339-11.3% | $134,475-17.3% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -15.48% | 750.33%-765.8pp | 572.05%-587.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,862 | $5,243-64.5% | $4,814-61.3% | $4,740-60.7% |
| Participant deferral / active EE | $4,397 | $7,799-43.6% | $7,446-41.0% | $6,400-31.3% |
| Admin fee / account holder | $2,591 | $11,571-77.6% | $10,010-74.1% | $11,426-77.3% |