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 6-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 | $29,751 | $93,024-68.0% | $77,024-61.4% | $134,475-77.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -11.49% | 62.60%-74.1pp | 42.32%-53.8pp | 417.96%-429.5pp |
| Employer contribution / active EE | $2,460 | $3,418-28.0% | $2,812-12.5% | $4,740-48.1% |
| Participant deferral / active EE | $8,933 | $5,238+70.5% | $4,426+101.8% | $6,400+39.6% |
| Admin fee / account holder | $39,522 | $6,944+469.2% | $5,425+628.5% | $11,426+245.9% |