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 | $51,797 | $82,664-37.3% | $125,339-58.7% | $68,494-24.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.87% | -5.97%-5.9pp | 572.05%-583.9pp | -7.84%-4.0pp |
| Employer contribution / active EE | $4,519 | $3,381+33.6% | $4,814-6.1% | $2,596+74.0% |
| Participant deferral / active EE | $3,108 | $6,110-49.1% | $7,446-58.3% | $4,027-22.8% |
| Admin fee / account holder | $13,683 | $6,275+118.0% | $10,010+36.7% | $5,403+153.3% |