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 | $198,608 | $138,044+43.9% | $125,339+58.5% | $134,475+47.7% |
| Participation rate | 87.0% | 84.5%+2.5pp | 82.4%+4.6pp | 81.2%+5.7pp |
| Annual return | -14.66% | 750.33%-765.0pp | 572.05%-586.7pp | 417.96%-432.6pp |
| Employer contribution / active EE | $6,855 | $5,243+30.7% | $4,814+42.4% | $4,740+44.6% |
| Participant deferral / active EE | $12,630 | $7,799+61.9% | $7,446+69.6% | $6,400+97.4% |
| Admin fee / account holder | $8,043 | $11,571-30.5% | $10,010-19.6% | $11,426-29.6% |