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 | $53,143 | $190,805-72.1% | $159,960-66.8% | $134,475-60.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -6.51% | 552.23%-558.7pp | 408.60%-415.1pp | 417.96%-424.5pp |
| Employer contribution / active EE | $2,943 | $4,995-41.1% | $4,226-30.3% | $4,740-37.9% |
| Participant deferral / active EE | $19,367 | $6,923+179.8% | $6,182+213.3% | $6,400+202.6% |
| Admin fee / account holder | $1,230 | $10,471-88.3% | $8,698-85.9% | $11,426-89.2% |