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 | $55,918 | $217,402-74.3% | $185,823-69.9% | $167,490-66.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.00% | 148.36%-148.4pp | 122.05%-122.1pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,636 | $5,873-72.1% | $5,167-68.3% | $4,837-66.2% |
| Participant deferral / active EE | $14,302 | $6,356+125.0% | $5,568+156.9% | $6,341+125.5% |
| Admin fee / account holder | $340 | $19,811-98.3% | $16,237-97.9% | $12,309-97.2% |