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 8-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 | $11,221 | $84,402-86.7% | $61,373-81.7% | $134,475-91.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -13.02% | 584.55%-597.6pp | 338.61%-351.6pp | 417.96%-431.0pp |
| Employer contribution / active EE | $3,300 | $1,544+113.7% | $1,159+184.6% | $4,740-30.4% |
| Participant deferral / active EE | $2,452 | $2,819-13.0% | $2,125+15.4% | $6,400-61.7% |
| Admin fee / account holder | $1,106 | $2,585-57.2% | $2,130-48.1% | $11,426-90.3% |