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 | $197,250 | $56,053+251.9% | $75,972+159.6% | $80,856+144.0% |
| Participation rate | 81.7% | 62.0%+19.7pp | 69.1%+12.6pp | 67.6%+14.1pp |
| Annual return | 459.02% | 20.53%+438.5pp | 359.55%+99.5pp | 35.59%+423.4pp |
| Employer contribution / active EE | $1,808 | $1,874-3.5% | $2,685-32.7% | $2,755-34.4% |
| Participant deferral / active EE | $2,998 | $3,052-1.7% | $4,255-29.5% | $4,296-30.2% |
| Admin fee / account holder | $2,103 | $5,234-59.8% | $6,467-67.5% | $6,918-69.6% |