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 | $33,067 | $93,024-64.5% | $77,024-57.1% | $134,475-75.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -11.69% | 62.60%-74.3pp | 42.32%-54.0pp | 417.96%-429.7pp |
| Employer contribution / active EE | $4,369 | $3,418+27.8% | $2,812+55.3% | $4,740-7.8% |
| Participant deferral / active EE | $7,463 | $5,238+42.5% | $4,426+68.6% | $6,400+16.6% |
| Admin fee / account holder | $451 | $6,944-93.5% | $5,425-91.7% | $11,426-96.1% |