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 4-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 | $7,413 | $88,594-91.6% | $70,092-89.4% | $134,475-94.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 442.67%-442.7pp | 190.73%-190.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,802 | $3,233+17.6% | $2,559+48.6% | $4,740-19.8% |
| Participant deferral / active EE | $6,305 | $4,772+32.1% | $3,849+63.8% | $6,400-1.5% |
| Admin fee / account holder | $383 | $10,441-96.3% | $6,267-93.9% | $11,426-96.6% |