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 6-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 | $77,598 | $109,327-29.0% | $89,391-13.2% | $158,922-51.2% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.62%-245.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,392 | $3,170-24.5% | $2,586-7.5% | $4,761-49.8% |
| Participant deferral / active EE | $3,115 | $4,598-32.3% | $3,890-19.9% | $5,982-47.9% |
| Admin fee / account holder | $3,597 | $6,153-41.5% | $4,881-26.3% | $11,246-68.0% |