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 | $53,145 | $92,703-42.7% | $82,719-35.8% | $134,475-60.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.17% | 944.92%-959.1pp | 701.18%-715.3pp | 417.96%-432.1pp |
| Employer contribution / active EE | $4,848 | $3,274+48.1% | $3,009+61.1% | $4,740+2.3% |
| Participant deferral / active EE | $9,248 | $4,802+92.6% | $4,395+110.4% | $6,400+44.5% |
| Admin fee / account holder | $13,776 | $5,983+130.3% | $5,329+158.5% | $11,426+20.6% |