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 | $74,527 | $150,440-50.5% | $136,294-45.3% | $147,584-49.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $3,102 | $5,256-41.0% | $4,695-33.9% | $4,876-36.4% |
| Participant deferral / active EE | $5,022 | $6,630-24.3% | $6,247-19.6% | $5,439-7.7% |
| Admin fee / account holder | $1,003 | $10,905-90.8% | $9,243-89.1% | $10,885-90.8% |