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 | $11,794 | $133,958-91.2% | $112,228-89.5% | $134,475-91.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.26% | 47.11%-61.4pp | 27.45%-41.7pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,955 | $4,038-51.6% | $3,635-46.2% | $4,740-58.8% |
| Participant deferral / active EE | $2,778 | $5,291-47.5% | $4,728-41.3% | $6,400-56.6% |
| Admin fee / account holder | $542 | $7,489-92.8% | $6,410-91.5% | $11,426-95.3% |