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 | $148,901 | $138,065+7.8% | $123,544+20.5% | $135,375+10.0% |
| Participation rate | 95.2% | 84.7%+10.5pp | 82.3%+12.9pp | 82.6%+12.6pp |
| Annual return | -3.49% | 153.68%-157.2pp | 119.20%-122.7pp | 519.73%-523.2pp |
| Employer contribution / active EE | $2,992 | $5,151-41.9% | $4,628-35.3% | $4,779-37.4% |
| Participant deferral / active EE | $4,103 | $6,799-39.6% | $6,426-36.1% | $5,609-26.8% |
| Admin fee / account holder | $49,918 | $10,916+357.3% | $9,284+437.7% | $10,827+361.0% |