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 10-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 | $47,807 | $97,757-51.1% | $83,848-43.0% | $135,375-64.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.66% | 1287.37%-1294.0pp | 850.88%-857.5pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,377 | $4,222-43.7% | $3,631-34.5% | $4,779-50.3% |
| Participant deferral / active EE | $2,377 | $4,682-49.2% | $4,082-41.8% | $5,609-57.6% |
| Admin fee / account holder | $8,158 | $6,674+22.2% | $5,478+48.9% | $10,827-24.6% |