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 5-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 | $191,000 | $89,753+112.8% | $107,525+77.6% | $84,808+125.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 83.30% | 29.48%+53.8pp | 181.32%-98.0pp | 40.90%+42.4pp |
| Employer contribution / active EE | $2,125 | $3,113-31.8% | $3,754-43.4% | $2,631-19.2% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,126 | $7,222-84.4% | $8,919-87.4% | $7,344-84.7% |