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 9-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 | $32,654 | $56,199-41.9% | $67,652-51.7% | $59,632-45.2% |
| Participation rate | 81.6% | 71.5%+10.1pp | 75.7%+5.9pp | 68.7%+12.9pp |
| Annual return | -0.66% | 18505.31%-18506.0pp | 6625.04%-6625.7pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $608 | $1,614-62.3% | $2,266-73.1% | $2,203-72.4% |
| Participant deferral / active EE | $1,586 | $2,844-44.2% | $3,560-55.4% | $3,192-50.3% |
| Admin fee / account holder | $362 | $3,958-90.9% | $4,821-92.5% | $4,297-91.6% |