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 6-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 | $55,333 | $93,024-40.5% | $77,024-28.2% | $134,475-58.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.17% | 62.60%-82.8pp | 42.32%-62.5pp | 417.96%-438.1pp |
| Employer contribution / active EE | $4,651 | $3,418+36.1% | $2,812+65.4% | $4,740-1.9% |
| Participant deferral / active EE | $7,944 | $5,238+51.7% | $4,426+79.5% | $6,400+24.1% |
| Admin fee / account holder | $993 | $6,944-85.7% | $5,425-81.7% | $11,426-91.3% |