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 | $133,493 | $138,044-3.3% | $125,339+6.5% | $134,475-0.7% |
| Participation rate | 88.2% | 84.5%+3.8pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -18.11% | 750.33%-768.4pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $5,263 | $5,243+0.4% | $4,814+9.3% | $4,740+11.1% |
| Participant deferral / active EE | $6,485 | $7,799-16.8% | $7,446-12.9% | $6,400+1.3% |
| Admin fee / account holder | $1,328 | $11,571-88.5% | $10,010-86.7% | $11,426-88.4% |