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 | $21,566 | $99,640-78.4% | $86,436-75.0% | $134,475-84.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.14% | 6782.58%-6792.7pp | 4394.89%-4405.0pp | 417.96%-428.1pp |
| Employer contribution / active EE | $5,050 | $4,400+14.8% | $3,769+34.0% | $4,740+6.5% |
| Participant deferral / active EE | $7,129 | $7,246-1.6% | $6,952+2.6% | $6,400+11.4% |
| Admin fee / account holder | $5,199 | $8,371-37.9% | $6,731-22.8% | $11,426-54.5% |