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 | $224,327 | $138,044+62.5% | $125,339+79.0% | $134,475+66.8% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -14.85% | 750.33%-765.2pp | 572.05%-586.9pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,354 | $5,243-55.1% | $4,814-51.1% | $4,740-50.3% |
| Participant deferral / active EE | $6,720 | $7,799-13.8% | $7,446-9.8% | $6,400+5.0% |
| Admin fee / account holder | $2,515 | $11,571-78.3% | $10,010-74.9% | $11,426-78.0% |