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 7-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 | $15,945 | $102,966-84.5% | $90,281-82.3% | $152,861-89.6% |
| Participation rate | 84.6% | 75.9%+8.8pp | 73.3%+11.3pp | 82.4%+2.2pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,784 | $3,139-43.2% | $2,854-37.5% | $4,762-62.5% |
| Participant deferral / active EE | $6,143 | $4,281+43.5% | $3,885+58.1% | $5,850+5.0% |
| Admin fee / account holder | $2,325 | $6,171-62.3% | $5,351-56.6% | $11,596-80.0% |