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 | $199,852 | $185,822+7.6% | $169,993+17.6% | $139,434+43.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.91% | 60.50%-41.6pp | 53.37%-34.5pp | 372.94%-354.0pp |
| Employer contribution / active EE | $17,047 | $7,590+124.6% | $6,785+151.2% | $4,751+258.8% |
| Participant deferral / active EE | $17,047 | $11,622+46.7% | $10,408+63.8% | $6,710+154.1% |
| Admin fee / account holder | $9,564 | $15,381-37.8% | $12,815-25.4% | $11,403-16.1% |