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 | $66,398 | $96,635-31.3% | $86,612-23.3% | $139,434-52.4% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 0.00% | 106.41%-106.4pp | 591.07%-591.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $6,466 | $3,263+98.2% | $3,022+113.9% | $4,751+36.1% |
| Participant deferral / active EE | $8,510 | $4,836+76.0% | $4,438+91.8% | $6,710+26.8% |
| Admin fee / account holder | $448 | $6,408-93.0% | $5,614-92.0% | $11,403-96.1% |