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 | $41,946 | $95,862-56.2% | $79,550-47.3% | $134,475-68.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.72% | -2.69%-17.0pp | 0.16%-19.9pp | 417.96%-437.7pp |
| Employer contribution / active EE | $8,501 | $3,128+171.8% | $2,413+252.3% | $4,740+79.4% |
| Participant deferral / active EE | $8,314 | $4,693+77.2% | $3,985+108.6% | $6,400+29.9% |
| Admin fee / account holder | $1,594 | $9,126-82.5% | $6,832-76.7% | $11,426-86.0% |