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 7-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 | $12,995 | $99,640-87.0% | $86,436-85.0% | $134,475-90.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.07% | 6782.58%-6801.6pp | 4394.89%-4414.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,242 | $4,400-49.0% | $3,769-40.5% | $4,740-52.7% |
| Participant deferral / active EE | $8,124 | $7,246+12.1% | $6,952+16.9% | $6,400+26.9% |
| Admin fee / account holder | $1,097 | $8,371-86.9% | $6,731-83.7% | $11,426-90.4% |