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 5-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 | $13,616 | $92,703-85.3% | $82,719-83.5% | $134,475-89.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.09% | 944.92%-960.0pp | 701.18%-716.3pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,315 | $3,274-29.3% | $3,009-23.1% | $4,740-51.2% |
| Participant deferral / active EE | $4,183 | $4,802-12.9% | $4,395-4.8% | $6,400-34.6% |
| Admin fee / account holder | $4,655 | $5,983-22.2% | $5,329-12.6% | $11,426-59.3% |