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 | $158,905 | $138,065+15.1% | $123,544+28.6% | $135,375+17.4% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -3.75% | 153.68%-157.4pp | 119.20%-122.9pp | 519.73%-523.5pp |
| Employer contribution / active EE | $1,383 | $5,151-73.1% | $4,628-70.1% | $4,779-71.1% |
| Participant deferral / active EE | $6,784 | $6,799-0.2% | $6,426+5.6% | $5,609+21.0% |
| Admin fee / account holder | $59,138 | $10,916+441.8% | $9,284+537.0% | $10,827+446.2% |