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 7-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 | $49,995 | $138,044-63.8% | $125,339-60.1% | $134,475-62.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.10% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,981 | $5,243-24.1% | $4,814-17.3% | $4,740-16.0% |
| Participant deferral / active EE | $11,437 | $7,799+46.6% | $7,446+53.6% | $6,400+78.7% |
| Admin fee / account holder | $545 | $11,571-95.3% | $10,010-94.6% | $11,426-95.2% |