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 | $166,178 | $160,055+3.8% | $140,016+18.7% | $135,375+22.8% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.5%+6.6pp | 82.6%+11.5pp |
| Annual return | -7.32% | 911.38%-918.7pp | 651.12%-658.4pp | 519.73%-527.1pp |
| Employer contribution / active EE | $5,970 | $6,420-7.0% | $5,606+6.5% | $4,779+24.9% |
| Participant deferral / active EE | $14,829 | $7,642+94.1% | $6,927+114.1% | $5,609+164.4% |
| Admin fee / account holder | $7,778 | $13,328-41.6% | $10,705-27.3% | $10,827-28.2% |