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 | $126,922 | $138,065-8.1% | $123,544+2.7% | $135,375-6.2% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -5.58% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,823 | $5,151-45.2% | $4,628-39.0% | $4,779-40.9% |
| Participant deferral / active EE | $7,518 | $6,799+10.6% | $6,426+17.0% | $5,609+34.0% |
| Admin fee / account holder | $3,550 | $10,916-67.5% | $9,284-61.8% | $10,827-67.2% |