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 | $10,595 | $93,024-88.6% | $77,024-86.2% | $134,475-92.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.41% | 62.60%-82.0pp | 42.32%-61.7pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,016 | $3,418-11.8% | $2,812+7.2% | $4,740-36.4% |
| Participant deferral / active EE | $4,410 | $5,238-15.8% | $4,426-0.4% | $6,400-31.1% |
| Admin fee / account holder | $325 | $6,944-95.3% | $5,425-94.0% | $11,426-97.2% |