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 | $188,024 | $190,805-1.5% | $159,960+17.5% | $134,475+39.8% |
| Participation rate | 81.8% | 81.9%-0.1pp | 78.0%+3.9pp | 81.2%+0.6pp |
| Annual return | -16.45% | 552.23%-568.7pp | 408.60%-425.1pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,138 | $4,995-37.2% | $4,226-25.7% | $4,740-33.8% |
| Participant deferral / active EE | $7,346 | $6,923+6.1% | $6,182+18.8% | $6,400+14.8% |
| Admin fee / account holder | $31,815 | $10,471+203.8% | $8,698+265.8% | $11,426+178.4% |