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 | $183,497 | $160,055+14.6% | $140,016+31.1% | $135,375+35.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.88% | 911.38%-918.3pp | 651.12%-658.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,055 | $6,420-68.0% | $5,606-63.4% | $4,779-57.0% |
| Participant deferral / active EE | $8,610 | $7,642+12.7% | $6,927+24.3% | $5,609+53.5% |
| Admin fee / account holder | $4,556 | $13,328-65.8% | $10,705-57.4% | $10,827-57.9% |