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 7-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 | $190,056 | $209,832-9.4% | $189,513+0.3% | $167,490+13.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.63% | 748.27%-729.6pp | 555.15%-536.5pp | 478.56%-459.9pp |
| Employer contribution / active EE | $18,768 | $6,914+171.5% | $6,162+204.6% | $4,837+288.0% |
| Participant deferral / active EE | $19,250 | $8,935+115.4% | $8,221+134.2% | $6,341+203.6% |
| Admin fee / account holder | $1,011 | $14,293-92.9% | $12,045-91.6% | $12,309-91.8% |