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 | $15,616 | $138,044-88.7% | $125,339-87.5% | $134,475-88.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.16% | 750.33%-769.5pp | 572.05%-591.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $4,215 | $5,243-19.6% | $4,814-12.4% | $4,740-11.1% |
| Participant deferral / active EE | $10,277 | $7,799+31.8% | $7,446+38.0% | $6,400+60.6% |
| Admin fee / account holder | $4,539 | $11,571-60.8% | $10,010-54.6% | $11,426-60.3% |