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 8-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 | $130,072 | $138,065-5.8% | $123,544+5.3% | $135,375-3.9% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.95% | 153.68%-162.6pp | 119.20%-128.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $4,357 | $5,151-15.4% | $4,628-5.9% | $4,779-8.8% |
| Participant deferral / active EE | $13,556 | $6,799+99.4% | $6,426+111.0% | $5,609+141.7% |
| Admin fee / account holder | $6,822 | $10,916-37.5% | $9,284-26.5% | $10,827-37.0% |