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 | $15,353 | $138,044-88.9% | $125,339-87.8% | $134,475-88.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.73% | 750.33%-760.1pp | 572.05%-581.8pp | 417.96%-427.7pp |
| Employer contribution / active EE | $2,674 | $5,243-49.0% | $4,814-44.5% | $4,740-43.6% |
| Participant deferral / active EE | $6,642 | $7,799-14.8% | $7,446-10.8% | $6,400+3.8% |
| Admin fee / account holder | $29,917 | $11,571+158.5% | $10,010+198.9% | $11,426+161.8% |