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 | $202,347 | $202,3180% | $172,739+17.1% | $152,861+32.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.21% | 1029.65%-1010.4pp | 802.84%-783.6pp | 345.32%-326.1pp |
| Employer contribution / active EE | $9,188 | $5,856+56.9% | $5,143+78.7% | $4,762+92.9% |
| Participant deferral / active EE | $9,019 | $5,948+51.6% | $5,198+73.5% | $5,850+54.2% |
| Admin fee / account holder | $566 | $17,109-96.7% | $13,954-95.9% | $11,596-95.1% |