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 3-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 | $61,259 | $152,509-59.8% | $117,472-47.9% | $134,475-54.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 52.99%-53.0pp | 29.74%-29.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $4,149 | $5,571-25.5% | $4,176-0.6% | $4,740-12.5% |
| Participant deferral / active EE | $10,281 | $4,818+113.4% | $4,070+152.6% | $6,400+60.6% |
| Admin fee / account holder | $411 | $7,004-94.1% | $5,645-92.7% | $11,426-96.4% |