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 5-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 | $14,553 | $190,805-92.4% | $159,960-90.9% | $134,475-89.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.01% | 552.23%-570.2pp | 408.60%-426.6pp | 417.96%-436.0pp |
| Employer contribution / active EE | $4,905 | $4,995-1.8% | $4,226+16.1% | $4,740+3.5% |
| Participant deferral / active EE | $4,237 | $6,923-38.8% | $6,182-31.5% | $6,400-33.8% |
| Admin fee / account holder | $507 | $10,471-95.2% | $8,698-94.2% | $11,426-95.6% |