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 | $35,869 | $92,703-61.3% | $82,719-56.6% | $134,475-73.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.31% | 944.92%-958.2pp | 701.18%-714.5pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,461 | $3,274-55.4% | $3,009-51.4% | $4,740-69.2% |
| Participant deferral / active EE | $5,800 | $4,802+20.8% | $4,395+32.0% | $6,400-9.4% |
| Admin fee / account holder | $528 | $5,983-91.2% | $5,329-90.1% | $11,426-95.4% |