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 | $12,543 | $110,809-88.7% | $86,874-85.6% | $167,490-92.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 0.00% | 116.98%-117.0pp | 63.52%-63.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $957 | $3,244-70.5% | $2,495-61.6% | $4,837-80.2% |
| Participant deferral / active EE | $1,167 | $4,546-74.3% | $3,699-68.4% | $6,341-81.6% |
| Admin fee / account holder | $2,944 | $8,415-65.0% | $5,828-49.5% | $12,309-76.1% |