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 | $200,665 | $148,978+34.7% | $200,5820% | $84,808+136.6% |
| Participation rate | 96.3% | 84.2%+12.1pp | 86.9%+9.4pp | 68.3%+28.0pp |
| Annual return | 279.03% | 28.16%+250.9pp | 42.33%+236.7pp | 40.90%+238.1pp |
| Employer contribution / active EE | $6,633 | $4,815+37.8% | $6,419+3.3% | $2,631+152.1% |
| Participant deferral / active EE | $6,554 | $7,142-8.2% | $9,331-29.8% | $4,212+55.6% |
| Admin fee / account holder | $311 | $13,977-97.8% | $16,305-98.1% | $7,344-95.8% |