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 | $39,932 | $82,664-51.7% | $125,339-68.1% | $68,494-41.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.05% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $3,440 | $3,381+1.7% | $4,814-28.5% | $2,596+32.5% |
| Participant deferral / active EE | $6,834 | $6,110+11.8% | $7,446-8.2% | $4,027+69.7% |
| Admin fee / account holder | $2,464 | $6,275-60.7% | $10,010-75.4% | $5,403-54.4% |