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 9-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 | $55,506 | $92,703-40.1% | $82,719-32.9% | $134,475-58.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.09% | 944.92%-963.0pp | 701.18%-719.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,212 | $3,274-1.9% | $3,009+6.7% | $4,740-32.2% |
| Participant deferral / active EE | $10,318 | $4,802+114.9% | $4,395+134.8% | $6,400+61.2% |
| Admin fee / account holder | $461 | $5,983-92.3% | $5,329-91.3% | $11,426-96.0% |