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 | $33,080 | $180,449-81.7% | $154,107-78.5% | $135,375-75.6% |
| Participation rate | 94.1% | 87.4%+6.7pp | 83.0%+11.1pp | 82.6%+11.5pp |
| Annual return | 0.00% | 888.09%-888.1pp | 735.12%-735.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,708 | $6,035-71.7% | $5,298-67.8% | $4,779-64.3% |
| Participant deferral / active EE | $4,323 | $5,806-25.5% | $5,081-14.9% | $5,609-22.9% |
| Admin fee / account holder | $301 | $16,143-98.1% | $13,411-97.8% | $10,827-97.2% |