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 | $144,691 | $138,065+4.8% | $123,544+17.1% | $135,375+6.9% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -3.49% | 153.68%-157.2pp | 119.20%-122.7pp | 519.73%-523.2pp |
| Employer contribution / active EE | $1,936 | $5,151-62.4% | $4,628-58.2% | $4,779-59.5% |
| Participant deferral / active EE | $2,933 | $6,799-56.9% | $6,426-54.3% | $5,609-47.7% |
| Admin fee / account holder | $3,799 | $10,916-65.2% | $9,284-59.1% | $10,827-64.9% |