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 4-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 | $45,242 | $93,024-51.4% | $77,024-41.3% | $134,475-66.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 0.00% | 62.60%-62.6pp | 42.32%-42.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,043 | $3,418-11.0% | $2,812+8.2% | $4,740-35.8% |
| Participant deferral / active EE | $5,789 | $5,238+10.5% | $4,426+30.8% | $6,400-9.5% |
| Admin fee / account holder | $7,087 | $6,944+2.1% | $5,425+30.6% | $11,426-38.0% |