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 | $18,401 | $92,703-80.2% | $82,719-77.8% | $134,475-86.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.70% | 944.92%-965.6pp | 701.18%-721.9pp | 417.96%-438.7pp |
| Employer contribution / active EE | $1,555 | $3,274-52.5% | $3,009-48.3% | $4,740-67.2% |
| Participant deferral / active EE | $3,911 | $4,802-18.6% | $4,395-11.0% | $6,400-38.9% |
| Admin fee / account holder | $776 | $5,983-87.0% | $5,329-85.4% | $11,426-93.2% |