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 | $32,885 | $92,703-64.5% | $82,719-60.2% | $134,475-75.5% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -19.69% | 944.92%-964.6pp | 701.18%-720.9pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,259 | $3,274-0.5% | $3,009+8.3% | $4,740-31.2% |
| Participant deferral / active EE | $7,766 | $4,802+61.7% | $4,395+76.7% | $6,400+21.3% |
| Admin fee / account holder | $7,792 | $5,983+30.3% | $5,329+46.2% | $11,426-31.8% |