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 | $12,465 | $84,695-85.3% | $73,843-83.1% | $125,391-90.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.58% | 3123.53%-3125.1pp | 2267.84%-2269.4pp | 282.22%-283.8pp |
| Employer contribution / active EE | $180 | $3,123-94.2% | $2,787-93.5% | $4,866-96.3% |
| Participant deferral / active EE | $1,038 | $3,992-74.0% | $3,583-71.0% | $5,352-80.6% |
| Admin fee / account holder | $340 | $5,691-94.0% | $4,880-93.0% | $9,540-96.4% |