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 10-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 | $38,597 | $92,222-58.1% | $76,768-49.7% | $135,375-71.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -0.87% | 5.46%-6.3pp | 2.43%-3.3pp | 519.73%-520.6pp |
| Employer contribution / active EE | $4,708 | $3,216+46.4% | $2,485+89.4% | $4,779-1.5% |
| Participant deferral / active EE | $9,998 | $4,509+121.7% | $3,852+159.6% | $5,609+78.2% |
| Admin fee / account holder | $399,910 | $10,748+3620.7% | $6,675+5891.2% | $10,827+3593.6% |