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 7-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 | $9,334 | $92,703-89.9% | $82,719-88.7% | $134,475-93.1% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -18.19% | 944.92%-963.1pp | 701.18%-719.4pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,815 | $3,274-44.6% | $3,009-39.7% | $4,740-61.7% |
| Participant deferral / active EE | $2,677 | $4,802-44.3% | $4,395-39.1% | $6,400-58.2% |
| Admin fee / account holder | $603 | $5,983-89.9% | $5,329-88.7% | $11,426-94.7% |