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 | $21,542 | $100,852-78.6% | $90,404-76.2% | $158,922-86.4% |
| 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 | $5,601 | $3,689+51.9% | $3,262+71.7% | $4,761+17.6% |
| Participant deferral / active EE | $13,078 | $4,348+200.8% | $3,963+230.0% | $5,982+118.6% |
| Admin fee / account holder | $4,295 | $6,501-33.9% | $5,611-23.5% | $11,246-61.8% |