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 | $28,507 | $180,449-84.2% | $154,107-81.5% | $135,375-78.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.71% | 888.09%-896.8pp | 735.12%-743.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,385 | $6,035-60.5% | $5,298-55.0% | $4,779-50.1% |
| Participant deferral / active EE | $6,801 | $5,806+17.1% | $5,081+33.9% | $5,609+21.3% |
| Admin fee / account holder | $353 | $16,143-97.8% | $13,411-97.4% | $10,827-96.7% |