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 10-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 | $9,925 | $92,703-89.3% | $82,719-88.0% | $134,475-92.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.71% | 944.92%-962.6pp | 701.18%-718.9pp | 417.96%-435.7pp |
| Employer contribution / active EE | $12,514 | $3,274+282.2% | $3,009+315.9% | $4,740+164.0% |
| Participant deferral / active EE | $7,741 | $4,802+61.2% | $4,395+76.1% | $6,400+21.0% |
| Admin fee / account holder | $81,658 | $5,983+1264.9% | $5,329+1432.4% | $11,426+614.7% |