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 | $18,012 | $102,966-82.5% | $90,281-80.0% | $152,861-88.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $7,005 | $3,139+123.2% | $2,854+145.4% | $4,762+47.1% |
| Participant deferral / active EE | $12,577 | $4,281+193.7% | $3,885+223.7% | $5,850+115.0% |
| Admin fee / account holder | $586 | $6,171-90.5% | $5,351-89.1% | $11,596-94.9% |