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 | $18,311 | $97,757-81.3% | $83,848-78.2% | $135,375-86.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.16% | 1287.37%-1293.5pp | 850.88%-857.0pp | 519.73%-525.9pp |
| Employer contribution / active EE | $6,151 | $4,222+45.7% | $3,631+69.4% | $4,779+28.7% |
| Participant deferral / active EE | $1,646 | $4,682-64.8% | $4,082-59.7% | $5,609-70.7% |
| Admin fee / account holder | $1,976 | $6,674-70.4% | $5,478-63.9% | $10,827-81.8% |