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 8-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 | $9,229 | $92,703-90.0% | $82,719-88.8% | $134,475-93.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.41% | 944.92%-963.3pp | 701.18%-719.6pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,215 | $3,274-62.9% | $3,009-59.6% | $4,740-74.4% |
| Participant deferral / active EE | $2,762 | $4,802-42.5% | $4,395-37.2% | $6,400-56.8% |
| Admin fee / account holder | $1,245 | $5,983-79.2% | $5,329-76.6% | $11,426-89.1% |