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 | $17,531 | $92,703-81.1% | $82,719-78.8% | $134,475-87.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.73% | 944.92%-963.7pp | 701.18%-719.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $843 | $3,274-74.3% | $3,009-72.0% | $4,740-82.2% |
| Participant deferral / active EE | $2,991 | $4,802-37.7% | $4,395-32.0% | $6,400-53.3% |
| Admin fee / account holder | $415 | $5,983-93.1% | $5,329-92.2% | $11,426-96.4% |