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 | $9,422 | $92,703-89.8% | $82,719-88.6% | $134,475-93.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.81% | 944.92%-956.7pp | 701.18%-713.0pp | 417.96%-429.8pp |
| Employer contribution / active EE | $7,620 | $3,274+132.8% | $3,009+153.3% | $4,740+60.8% |
| Participant deferral / active EE | $3,137 | $4,802-34.7% | $4,395-28.6% | $6,400-51.0% |
| Admin fee / account holder | $10,664 | $5,983+78.2% | $5,329+100.1% | $11,426-6.7% |