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 | $25,699 | $84,402-69.6% | $61,373-58.1% | $134,475-80.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -19.70% | 584.55%-604.2pp | 338.61%-358.3pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,869 | $1,544+21.0% | $1,159+61.2% | $4,740-60.6% |
| Participant deferral / active EE | $12,896 | $2,819+357.5% | $2,125+506.9% | $6,400+101.5% |
| Admin fee / account holder | $20,989 | $2,585+711.9% | $2,130+885.5% | $11,426+83.7% |