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 4-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 | $23,922 | $92,703-74.2% | $82,719-71.1% | $134,475-82.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.06% | 944.92%-964.0pp | 701.18%-720.2pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,291 | $3,274-30.0% | $3,009-23.9% | $4,740-51.7% |
| Participant deferral / active EE | $2,291 | $4,802-52.3% | $4,395-47.9% | $6,400-64.2% |
| Admin fee / account holder | $412 | $5,983-93.1% | $5,329-92.3% | $11,426-96.4% |