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 | $49,267 | $180,449-72.7% | $154,107-68.0% | $135,375-63.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.50% | 888.09%-888.6pp | 735.12%-735.6pp | 519.73%-520.2pp |
| Employer contribution / active EE | $5,405 | $6,035-10.4% | $5,298+2.0% | $4,779+13.1% |
| Participant deferral / active EE | $4,457 | $5,806-23.2% | $5,081-12.3% | $5,609-20.5% |
| Admin fee / account holder | $89,062 | $16,143+451.7% | $13,411+564.1% | $10,827+722.6% |