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 | $78,957 | $65,365+20.8% | $92,893-15.0% | $72,985+8.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 0.00% | 42.10%-42.1pp | 109.41%-109.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $5,863 | $2,594+126.0% | $3,653+60.5% | $2,440+140.3% |
| Participant deferral / active EE | $4,042 | $3,128+29.2% | $4,236-4.6% | $3,607+12.0% |
| Admin fee / account holder | $667 | $4,251-84.3% | $5,794-88.5% | $5,124-87.0% |