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 | $53,195 | $82,664-35.6% | $125,339-57.6% | $68,494-22.3% |
| Participation rate | 75.9% | 75.0%+0.8pp | 82.4%-6.5pp | 67.9%+8.0pp |
| Annual return | -10.87% | -5.97%-4.9pp | 572.05%-582.9pp | -7.84%-3.0pp |
| Employer contribution / active EE | $4,470 | $3,381+32.2% | $4,814-7.1% | $2,596+72.2% |
| Participant deferral / active EE | $12,627 | $6,110+106.6% | $7,446+69.6% | $4,027+213.5% |
| Admin fee / account holder | $1,510 | $6,275-75.9% | $10,010-84.9% | $5,403-72.1% |