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 | $41,092 | $85,202-51.8% | $172,739-76.2% | $72,985-43.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $5,382 | $3,324+61.9% | $5,143+4.6% | $2,440+120.6% |
| Participant deferral / active EE | $5,082 | $3,260+55.9% | $5,198-2.2% | $3,607+40.9% |
| Admin fee / account holder | $328 | $5,884-94.4% | $13,954-97.7% | $5,124-93.6% |