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 | $7,327 | $92,703-92.1% | $82,719-91.1% | $134,475-94.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.14% | 944.92%-965.1pp | 701.18%-721.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,683 | $3,274-18.1% | $3,009-10.8% | $4,740-43.4% |
| Participant deferral / active EE | $4,952 | $4,802+3.1% | $4,395+12.7% | $6,400-22.6% |
| Admin fee / account holder | $777 | $5,983-87.0% | $5,329-85.4% | $11,426-93.2% |