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 | $44,694 | $64,707-30.9% | $112,228-60.2% | $68,494-34.7% |
| Participation rate | 94.1% | 67.2%+27.0pp | 75.1%+19.1pp | 67.9%+26.2pp |
| Annual return | 174.89% | -11.40%+186.3pp | 27.45%+147.4pp | -7.84%+182.7pp |
| Employer contribution / active EE | $11,798 | $2,746+329.7% | $3,635+224.6% | $2,596+354.4% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $5,721 | $5,232+9.3% | $6,410-10.8% | $5,403+5.9% |