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 10-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 | $10,036 | $84,402-88.1% | $61,373-83.6% | $134,475-92.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -14.95% | 584.55%-599.5pp | 338.61%-353.6pp | 417.96%-432.9pp |
| Employer contribution / active EE | $565 | $1,544-63.4% | $1,159-51.3% | $4,740-88.1% |
| Participant deferral / active EE | $620 | $2,819-78.0% | $2,125-70.8% | $6,400-90.3% |
| Admin fee / account holder | $1,907 | $2,585-26.2% | $2,130-10.5% | $11,426-83.3% |