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 | $143,937 | $138,065+4.3% | $123,544+16.5% | $135,375+6.3% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -2.64% | 153.68%-156.3pp | 119.20%-121.8pp | 519.73%-522.4pp |
| Employer contribution / active EE | $2,666 | $5,151-48.2% | $4,628-42.4% | $4,779-44.2% |
| Participant deferral / active EE | $9,440 | $6,799+38.8% | $6,426+46.9% | $5,609+68.3% |
| Admin fee / account holder | $101,694 | $10,916+831.6% | $9,284+995.4% | $10,827+839.3% |