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 | $11,781 | $100,852-88.3% | $90,404-87.0% | $158,922-92.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 1724.20%-1724.2pp | 1293.02%-1293.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,386 | $3,689-35.3% | $3,262-26.9% | $4,761-49.9% |
| Participant deferral / active EE | $8,211 | $4,348+88.8% | $3,963+107.2% | $5,982+37.3% |
| Admin fee / account holder | $665 | $6,501-89.8% | $5,611-88.1% | $11,246-94.1% |