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 9-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 | $41,004 | $105,998-61.3% | $92,233-55.5% | $147,584-72.2% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.5%+18.5pp | 82.8%+12.2pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.28%-176.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,823 | $4,333-57.9% | $3,679-50.4% | $4,876-62.6% |
| Participant deferral / active EE | $3,488 | $4,478-22.1% | $3,897-10.5% | $5,439-35.9% |
| Admin fee / account holder | $647 | $6,332-89.8% | $5,194-87.5% | $10,885-94.1% |