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 | $33,444 | $138,044-75.8% | $125,339-73.3% | $134,475-75.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.56% | 750.33%-768.9pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,148 | $5,243-78.1% | $4,814-76.2% | $4,740-75.8% |
| Participant deferral / active EE | $3,446 | $7,799-55.8% | $7,446-53.7% | $6,400-46.2% |
| Admin fee / account holder | $2,782 | $11,571-76.0% | $10,010-72.2% | $11,426-75.7% |