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 | $41,987 | $92,703-54.7% | $82,719-49.2% | $134,475-68.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.76% | 944.92%-960.7pp | 701.18%-716.9pp | 417.96%-433.7pp |
| Employer contribution / active EE | $5,481 | $3,274+67.4% | $3,009+82.2% | $4,740+15.6% |
| Participant deferral / active EE | $5,481 | $4,802+14.1% | $4,395+24.7% | $6,400-14.4% |
| Admin fee / account holder | $39,428 | $5,983+559.0% | $5,329+639.9% | $11,426+245.1% |