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 | $183,669 | $180,449+1.8% | $154,107+19.2% | $135,375+35.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.57% | 888.09%-891.7pp | 735.12%-738.7pp | 519.73%-523.3pp |
| Employer contribution / active EE | $2,323 | $6,035-61.5% | $5,298-56.1% | $4,779-51.4% |
| Participant deferral / active EE | $4,700 | $5,806-19.0% | $5,081-7.5% | $5,609-16.2% |
| Admin fee / account holder | $3,231 | $16,143-80.0% | $13,411-75.9% | $10,827-70.2% |