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 | $159,183 | $138,065+15.3% | $123,544+28.8% | $135,375+17.6% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -5.18% | 153.68%-158.9pp | 119.20%-124.4pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,822 | $5,151-64.6% | $4,628-60.6% | $4,779-61.9% |
| Participant deferral / active EE | $6,142 | $6,799-9.7% | $6,426-4.4% | $5,609+9.5% |
| Admin fee / account holder | $1,284 | $10,916-88.2% | $9,284-86.2% | $10,827-88.1% |