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 8-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 | $61,935 | $88,751-30.2% | $81,812-24.3% | $145,922-57.6% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 0.00% | 1025.40%-1025.4pp | 773.79%-773.8pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,278 | $3,083-58.5% | $2,912-56.1% | $4,660-72.6% |
| Participant deferral / active EE | $3,790 | $4,643-18.4% | $4,319-12.2% | $6,688-43.3% |
| Admin fee / account holder | $33,262 | $8,415+295.3% | $7,386+350.3% | $13,397+148.3% |