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 | $38,152 | $138,044-72.4% | $125,339-69.6% | $134,475-71.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.30% | 750.33%-761.6pp | 572.05%-583.4pp | 417.96%-429.3pp |
| Employer contribution / active EE | $3,128 | $5,243-40.3% | $4,814-35.0% | $4,740-34.0% |
| Participant deferral / active EE | $5,477 | $7,799-29.8% | $7,446-26.4% | $6,400-14.4% |
| Admin fee / account holder | $1,083 | $11,571-90.6% | $10,010-89.2% | $11,426-90.5% |