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 4-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 | $141,451 | $82,664+71.1% | $125,339+12.9% | $68,494+106.5% |
| Participation rate | 75.6% | 75.0%+0.5pp | 82.4%-6.8pp | 67.9%+7.7pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,561 | $3,381-24.2% | $4,814-46.8% | $2,596-1.3% |
| Participant deferral / active EE | $9,245 | $6,110+51.3% | $7,446+24.2% | $4,027+129.6% |
| Admin fee / account holder | $63,634 | $6,275+914.0% | $10,010+535.7% | $5,403+1077.8% |