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 7-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 | $11,192 | $92,703-87.9% | $82,719-86.5% | $134,475-91.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.51% | 944.92%-964.4pp | 701.18%-720.7pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,647 | $3,274-49.7% | $3,009-45.3% | $4,740-65.3% |
| Participant deferral / active EE | $4,660 | $4,802-3.0% | $4,395+6.0% | $6,400-27.2% |
| Admin fee / account holder | $6,065 | $5,983+1.4% | $5,329+13.8% | $11,426-46.9% |