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 | $38,764 | $92,703-58.2% | $82,719-53.1% | $134,475-71.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.77% | 944.92%-965.7pp | 701.18%-721.9pp | 417.96%-438.7pp |
| Employer contribution / active EE | $9,299 | $3,274+184.0% | $3,009+209.0% | $4,740+96.2% |
| Participant deferral / active EE | $19,774 | $4,802+311.8% | $4,395+349.9% | $6,400+209.0% |
| Admin fee / account holder | $6,189 | $5,983+3.4% | $5,329+16.1% | $11,426-45.8% |