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 | $9,024 | $88,594-89.8% | $70,092-87.1% | $134,475-93.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -9.30% | 442.67%-452.0pp | 190.73%-200.0pp | 417.96%-427.3pp |
| Employer contribution / active EE | $3,714 | $3,233+14.9% | $2,559+45.2% | $4,740-21.6% |
| Participant deferral / active EE | $0 | $4,772-100.0% | $3,849-100.0% | $6,400-100.0% |
| Admin fee / account holder | $325 | $10,441-96.9% | $6,267-94.8% | $11,426-97.2% |