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 | $69,584 | $142,344-51.1% | $119,609-41.8% | $134,475-48.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.60% | -12.44%-5.2pp | -14.97%-2.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $10,431 | $5,222+99.7% | $4,232+146.5% | $4,740+120.1% |
| Participant deferral / active EE | $11,098 | $6,469+71.6% | $5,602+98.1% | $6,400+73.4% |
| Admin fee / account holder | $637 | $13,584-95.3% | $10,323-93.8% | $11,426-94.4% |