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 | $232,742 | $138,044+68.6% | $125,339+85.7% | $134,475+73.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -10.33% | 750.33%-760.7pp | 572.05%-582.4pp | 417.96%-428.3pp |
| Employer contribution / active EE | $1,879 | $5,243-64.2% | $4,814-61.0% | $4,740-60.3% |
| Participant deferral / active EE | $7,004 | $7,799-10.2% | $7,446-5.9% | $6,400+9.4% |
| Admin fee / account holder | $8,904 | $11,571-23.1% | $10,010-11.0% | $11,426-22.1% |