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 | $17,920 | $100,852-82.2% | $90,404-80.2% | $158,922-88.7% |
| 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 | $4,641 | $3,689+25.8% | $3,262+42.3% | $4,761-2.5% |
| Participant deferral / active EE | $12,395 | $4,348+185.1% | $3,963+212.7% | $5,982+107.2% |
| Admin fee / account holder | $2,546 | $6,501-60.8% | $5,611-54.6% | $11,246-77.4% |