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 6-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 | $70,144 | $197,591-64.5% | $177,821-60.6% | $158,922-55.9% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 0.00% | 58.76%-58.8pp | 48.32%-48.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,797 | $6,697-58.2% | $5,918-52.7% | $4,761-41.3% |
| Participant deferral / active EE | $9,138 | $8,405+8.7% | $7,714+18.5% | $5,982+52.8% |
| Admin fee / account holder | $9,508 | $15,399-38.3% | $12,427-23.5% | $11,246-15.4% |