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 | $11,345 | $92,703-87.8% | $82,719-86.3% | $134,475-91.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -10.94% | 944.92%-955.9pp | 701.18%-712.1pp | 417.96%-428.9pp |
| Employer contribution / active EE | $7,563 | $3,274+131.0% | $3,009+151.4% | $4,740+59.6% |
| Participant deferral / active EE | $10,682 | $4,802+122.4% | $4,395+143.0% | $6,400+66.9% |
| Admin fee / account holder | $31,030 | $5,983+418.7% | $5,329+482.3% | $11,426+171.6% |