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 8-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 | $30,370 | $99,640-69.5% | $86,436-64.9% | $134,475-77.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.73% | 6782.58%-6802.3pp | 4394.89%-4414.6pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,594 | $4,400-63.8% | $3,769-57.7% | $4,740-66.4% |
| Participant deferral / active EE | $10,217 | $7,246+41.0% | $6,952+47.0% | $6,400+59.6% |
| Admin fee / account holder | $438 | $8,371-94.8% | $6,731-93.5% | $11,426-96.2% |