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 | $17,973 | $92,703-80.6% | $82,719-78.3% | $134,475-86.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.26% | 944.92%-960.2pp | 701.18%-716.4pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,427 | $3,274-56.4% | $3,009-52.6% | $4,740-69.9% |
| Participant deferral / active EE | $5,189 | $4,802+8.1% | $4,395+18.1% | $6,400-18.9% |
| Admin fee / account holder | $5,280 | $5,983-11.7% | $5,329-0.9% | $11,426-53.8% |