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 | $154,785 | $138,044+12.1% | $125,339+23.5% | $134,475+15.1% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -15.19% | 750.33%-765.5pp | 572.05%-587.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,979 | $5,243-43.2% | $4,814-38.1% | $4,740-37.1% |
| Participant deferral / active EE | $10,526 | $7,799+35.0% | $7,446+41.4% | $6,400+64.5% |
| Admin fee / account holder | $4,673 | $11,571-59.6% | $10,010-53.3% | $11,426-59.1% |