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 10-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 | $139,424 | $81,625+70.8% | $58,482+138.4% | $139,4340% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 15.95% | 7404.20%-7388.2pp | 4239.32%-4223.4pp | 372.94%-357.0pp |
| Employer contribution / active EE | $3,433 | $1,398+145.5% | $1,053+226.0% | $4,751-27.7% |
| Participant deferral / active EE | $13,429 | $2,557+425.3% | $1,924+598.0% | $6,710+100.1% |
| Admin fee / account holder | $3,695 | $3,265+13.2% | $2,516+46.9% | $11,403-67.6% |