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 8-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 | $9,653 | $92,703-89.6% | $82,719-88.3% | $134,475-92.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.30% | 944.92%-962.2pp | 701.18%-718.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,370 | $3,274-58.2% | $3,009-54.5% | $4,740-71.1% |
| Participant deferral / active EE | $2,503 | $4,802-47.9% | $4,395-43.1% | $6,400-60.9% |
| Admin fee / account holder | $2,169 | $5,983-63.7% | $5,329-59.3% | $11,426-81.0% |