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 9-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 | $32,951 | $142,344-76.9% | $119,609-72.5% | $134,475-75.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.04% | -12.44%-3.6pp | -14.97%-1.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,592 | $5,222-69.5% | $4,232-62.4% | $4,740-66.4% |
| Participant deferral / active EE | $4,221 | $6,469-34.7% | $5,602-24.6% | $6,400-34.0% |
| Admin fee / account holder | $514 | $13,584-96.2% | $10,323-95.0% | $11,426-95.5% |