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 | $54,194 | $160,055-66.1% | $140,016-61.3% | $135,375-60.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.89% | 911.38%-914.3pp | 651.12%-654.0pp | 519.73%-522.6pp |
| Employer contribution / active EE | $2,897 | $6,420-54.9% | $5,606-48.3% | $4,779-39.4% |
| Participant deferral / active EE | $4,208 | $7,642-44.9% | $6,927-39.2% | $5,609-25.0% |
| Admin fee / account holder | $2,728 | $13,328-79.5% | $10,705-74.5% | $10,827-74.8% |