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 | $32,095 | $78,694-59.2% | $67,652-52.6% | $125,391-74.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.91% | 9.46%-12.4pp | 6625.04%-6627.9pp | 282.22%-285.1pp |
| Employer contribution / active EE | $2,498 | $3,044-17.9% | $2,266+10.2% | $4,866-48.7% |
| Participant deferral / active EE | $9,596 | $4,292+123.6% | $3,560+169.6% | $5,352+79.3% |
| Admin fee / account holder | $7,867 | $7,403+6.3% | $4,821+63.2% | $9,540-17.5% |