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 | $132,699 | $180,449-26.5% | $154,107-13.9% | $135,375-2.0% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -0.99% | 888.09%-889.1pp | 735.12%-736.1pp | 519.73%-520.7pp |
| Employer contribution / active EE | $1,752 | $6,035-71.0% | $5,298-66.9% | $4,779-63.3% |
| Participant deferral / active EE | $3,872 | $5,806-33.3% | $5,081-23.8% | $5,609-31.0% |
| Admin fee / account holder | $75,961 | $16,143+370.6% | $13,411+466.4% | $10,827+601.6% |