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 9-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 | $22,620 | $105,859-78.6% | $90,160-74.9% | $147,584-84.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.88%-34.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $9,875 | $4,126+139.3% | $3,318+197.6% | $4,876+102.5% |
| Participant deferral / active EE | $11,634 | $5,733+102.9% | $5,288+120.0% | $5,439+113.9% |
| Admin fee / account holder | $435 | $8,046-94.6% | $5,943-92.7% | $10,885-96.0% |