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 | $153,809 | $138,044+11.4% | $125,339+22.7% | $134,475+14.4% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -8.22% | 750.33%-758.5pp | 572.05%-580.3pp | 417.96%-426.2pp |
| Employer contribution / active EE | $4,255 | $5,243-18.9% | $4,814-11.6% | $4,740-10.2% |
| Participant deferral / active EE | $9,599 | $7,799+23.1% | $7,446+28.9% | $6,400+50.0% |
| Admin fee / account holder | $7,396 | $11,571-36.1% | $10,010-26.1% | $11,426-35.3% |