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 | $21,312 | $138,065-84.6% | $123,544-82.7% | $135,375-84.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $9,072 | $5,151+76.1% | $4,628+96.0% | $4,779+89.8% |
| Participant deferral / active EE | $7,383 | $6,799+8.6% | $6,426+14.9% | $5,609+31.6% |
| Admin fee / account holder | $844 | $10,916-92.3% | $9,284-90.9% | $10,827-92.2% |