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 6-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 | $13,438 | $99,640-86.5% | $86,436-84.5% | $134,475-90.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.45% | 6782.58%-6793.0pp | 4394.89%-4405.3pp | 417.96%-428.4pp |
| Employer contribution / active EE | $2,781 | $4,400-36.8% | $3,769-26.2% | $4,740-41.3% |
| Participant deferral / active EE | $3,511 | $7,246-51.5% | $6,952-49.5% | $6,400-45.1% |
| Admin fee / account holder | $2,368 | $8,371-71.7% | $6,731-64.8% | $11,426-79.3% |