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 | $17,989 | $190,805-90.6% | $159,960-88.8% | $134,475-86.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.99% | 552.23%-572.2pp | 408.60%-428.6pp | 417.96%-438.0pp |
| Employer contribution / active EE | $7,001 | $4,995+40.2% | $4,226+65.7% | $4,740+47.7% |
| Participant deferral / active EE | $16,151 | $6,923+133.3% | $6,182+161.2% | $6,400+152.4% |
| Admin fee / account holder | $4,758 | $10,471-54.6% | $8,698-45.3% | $11,426-58.4% |