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 | $20,467 | $92,703-77.9% | $82,719-75.3% | $134,475-84.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.24% | 944.92%-959.2pp | 701.18%-715.4pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,791 | $3,274-45.3% | $3,009-40.5% | $4,740-62.2% |
| Participant deferral / active EE | $2,183 | $4,802-54.5% | $4,395-50.3% | $6,400-65.9% |
| Admin fee / account holder | $1,272 | $5,983-78.7% | $5,329-76.1% | $11,426-88.9% |