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 8-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 | $18,012 | $138,044-87.0% | $125,339-85.6% | $134,475-86.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.74% | 750.33%-767.1pp | 572.05%-588.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,812 | $5,243-46.4% | $4,814-41.6% | $4,740-40.7% |
| Participant deferral / active EE | $3,800 | $7,799-51.3% | $7,446-49.0% | $6,400-40.6% |
| Admin fee / account holder | $1,184 | $11,571-89.8% | $10,010-88.2% | $11,426-89.6% |