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 | $158,232 | $168,632-6.2% | $147,614+7.2% | $125,391+26.2% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | -3.06% | 77.65%-80.7pp | 61.98%-65.0pp | 282.22%-285.3pp |
| Employer contribution / active EE | $5,725 | $6,252-8.4% | $5,564+2.9% | $4,866+17.7% |
| Participant deferral / active EE | $7,562 | $5,507+37.3% | $4,895+54.5% | $5,352+41.3% |
| Admin fee / account holder | $561 | $13,580-95.9% | $11,611-95.2% | $9,540-94.1% |