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 | $24,176 | $99,640-75.7% | $86,436-72.0% | $134,475-82.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.48% | 6782.58%-6801.1pp | 4394.89%-4413.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $4,088 | $4,400-7.1% | $3,769+8.5% | $4,740-13.7% |
| Participant deferral / active EE | $9,944 | $7,246+37.2% | $6,952+43.1% | $6,400+55.4% |
| Admin fee / account holder | $1,242 | $8,371-85.2% | $6,731-81.6% | $11,426-89.1% |