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 | $33,847 | $92,703-63.5% | $82,719-59.1% | $134,475-74.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.14% | 944.92%-964.1pp | 701.18%-720.3pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,122 | $3,274-35.2% | $3,009-29.5% | $4,740-55.2% |
| Participant deferral / active EE | $11,704 | $4,802+143.7% | $4,395+166.3% | $6,400+82.9% |
| Admin fee / account holder | $345 | $5,983-94.2% | $5,329-93.5% | $11,426-97.0% |