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 4-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 | $12,804 | $90,519-85.9% | $93,789-86.3% | $134,475-90.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | 0.00% | -15.72%+15.7pp | -11.33%+11.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $4,704 | $4,343+8.3% | $4,323+8.8% | $4,740-0.7% |
| Participant deferral / active EE | $13,669 | $5,978+128.6% | $6,094+124.3% | $6,400+113.6% |
| Admin fee / account holder | $5,500 | $9,252-40.6% | $7,195-23.6% | $11,426-51.9% |