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 5-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 | $115,644 | $124,319-7.0% | $111,297+3.9% | $167,490-31.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 0.00% | 37.44%-37.4pp | 54.65%-54.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,099 | $3,435-9.8% | $2,731+13.5% | $4,837-35.9% |
| Participant deferral / active EE | $8,647 | $5,180+66.9% | $4,487+92.7% | $6,341+36.4% |
| Admin fee / account holder | $1,204 | $10,618-88.7% | $7,964-84.9% | $12,309-90.2% |