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 9-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 | $152,472 | $138,065+10.4% | $123,544+23.4% | $135,375+12.6% |
| Participation rate | 82.4% | 84.7%-2.4pp | 82.3%+0.1pp | 82.6%-0.3pp |
| Annual return | -6.94% | 153.68%-160.6pp | 119.20%-126.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,205 | $5,151-57.2% | $4,628-52.4% | $4,779-53.9% |
| Participant deferral / active EE | $6,232 | $6,799-8.3% | $6,426-3.0% | $5,609+11.1% |
| Admin fee / account holder | $17,753 | $10,916+62.6% | $9,284+91.2% | $10,827+64.0% |