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 | $73,601 | $180,449-59.2% | $154,107-52.2% | $135,375-45.6% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -8.58% | 888.09%-896.7pp | 735.12%-743.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $5,308 | $6,035-12.0% | $5,298+0.2% | $4,779+11.1% |
| Participant deferral / active EE | $7,525 | $5,806+29.6% | $5,081+48.1% | $5,609+34.2% |
| Admin fee / account holder | $4,365 | $16,143-73.0% | $13,411-67.5% | $10,827-59.7% |