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 | $17,846 | $115,882-84.6% | $100,516-82.2% | $158,922-88.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 34.79%-34.8pp | 30.89%-30.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $4,002 | $4,103-2.5% | $3,418+17.1% | $4,761-15.9% |
| Participant deferral / active EE | $13,092 | $6,674+96.2% | $6,270+108.8% | $5,982+118.9% |
| Admin fee / account holder | $676 | $10,995-93.8% | $8,081-91.6% | $11,246-94.0% |