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 | $16,105 | $56,114-71.3% | $96,139-83.2% | $85,850-81.2% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 0.00% | 42.30%-42.3pp | 191.94%-191.9pp | 318.53%-318.5pp |
| Employer contribution / active EE | $12,586 | $1,620+677.1% | $2,797+350.0% | $2,565+390.7% |
| Participant deferral / active EE | $5,052 | $2,859+76.7% | $4,349+16.2% | $3,952+27.8% |
| Admin fee / account holder | $348 | $3,768-90.8% | $5,537-93.7% | $6,260-94.4% |