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 | $73,812 | $138,044-46.5% | $125,339-41.1% | $134,475-45.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.87% | 750.33%-761.2pp | 572.05%-582.9pp | 417.96%-428.8pp |
| Employer contribution / active EE | $1,759 | $5,243-66.5% | $4,814-63.5% | $4,740-62.9% |
| Participant deferral / active EE | $11,962 | $7,799+53.4% | $7,446+60.6% | $6,400+86.9% |
| Admin fee / account holder | $362 | $11,571-96.9% | $10,010-96.4% | $11,426-96.8% |