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 | $30,207 | $138,065-78.1% | $123,544-75.6% | $135,375-77.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.44% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,453 | $5,151-52.4% | $4,628-47.0% | $4,779-48.7% |
| Participant deferral / active EE | $6,799 | $6,7990% | $6,426+5.8% | $5,609+21.2% |
| Admin fee / account holder | $3,056 | $10,916-72.0% | $9,284-67.1% | $10,827-71.8% |