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 7-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 | $20,154 | $152,509-86.8% | $117,472-82.8% | $134,475-85.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.13% | 52.99%-73.1pp | 29.74%-49.9pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,965 | $5,571-64.7% | $4,176-52.9% | $4,740-58.5% |
| Participant deferral / active EE | $6,719 | $4,818+39.5% | $4,070+65.1% | $6,400+5.0% |
| Admin fee / account holder | $2,256 | $7,004-67.8% | $5,645-60.0% | $11,426-80.3% |