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 | $13,887 | $88,751-84.4% | $81,812-83.0% | $145,922-90.5% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.3%+22.7pp | 80.3%+14.7pp |
| Annual return | 0.00% | 1025.40%-1025.4pp | 773.79%-773.8pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,323 | $3,083-57.1% | $2,912-54.6% | $4,660-71.6% |
| Participant deferral / active EE | $2,502 | $4,643-46.1% | $4,319-42.1% | $6,688-62.6% |
| Admin fee / account holder | $1,095 | $8,415-87.0% | $7,386-85.2% | $13,397-91.8% |