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 | $243,418 | $138,065+76.3% | $123,544+97.0% | $135,375+79.8% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -5.94% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,859 | $5,151-44.5% | $4,628-38.2% | $4,779-40.2% |
| Participant deferral / active EE | $7,699 | $6,799+13.2% | $6,426+19.8% | $5,609+37.3% |
| Admin fee / account holder | $1,901 | $10,916-82.6% | $9,284-79.5% | $10,827-82.4% |