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 | $127,089 | $138,065-7.9% | $123,544+2.9% | $135,375-6.1% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -7.87% | 153.68%-161.6pp | 119.20%-127.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,450 | $5,151-52.4% | $4,628-47.1% | $4,779-48.7% |
| Participant deferral / active EE | $6,009 | $6,799-11.6% | $6,426-6.5% | $5,609+7.1% |
| Admin fee / account holder | $668 | $10,916-93.9% | $9,284-92.8% | $10,827-93.8% |