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 6-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 | $2,584 | $84,402-96.9% | $61,373-95.8% | $134,475-98.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -19.30% | 584.55%-603.9pp | 338.61%-357.9pp | 417.96%-437.3pp |
| Employer contribution / active EE | $396 | $1,544-74.4% | $1,159-65.9% | $4,740-91.7% |
| Participant deferral / active EE | $408 | $2,819-85.5% | $2,125-80.8% | $6,400-93.6% |
| Admin fee / account holder | $318 | $2,585-87.7% | $2,130-85.1% | $11,426-97.2% |