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 | $15,860 | $138,044-88.5% | $125,339-87.3% | $134,475-88.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.33%-750.3pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $6,475 | $5,243+23.5% | $4,814+34.5% | $4,740+36.6% |
| Participant deferral / active EE | $8,598 | $7,799+10.2% | $7,446+15.5% | $6,400+34.3% |
| Admin fee / account holder | $1,082 | $11,571-90.6% | $10,010-89.2% | $11,426-90.5% |