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 | $143,365 | $168,632-15.0% | $147,614-2.9% | $125,391+14.3% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | -1.26% | 77.65%-78.9pp | 61.98%-63.2pp | 282.22%-283.5pp |
| Employer contribution / active EE | $2,574 | $6,252-58.8% | $5,564-53.8% | $4,866-47.1% |
| Participant deferral / active EE | $5,278 | $5,507-4.1% | $4,895+7.8% | $5,352-1.4% |
| Admin fee / account holder | $146,046 | $13,580+975.5% | $11,611+1157.8% | $9,540+1430.8% |