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 | $218,488 | $202,318+8.0% | $172,739+26.5% | $152,861+42.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 53.92% | 1029.65%-975.7pp | 802.84%-748.9pp | 345.32%-291.4pp |
| Employer contribution / active EE | $3,372 | $5,856-42.4% | $5,143-34.4% | $4,762-29.2% |
| Participant deferral / active EE | $10,633 | $5,948+78.8% | $5,198+104.6% | $5,850+81.8% |
| Admin fee / account holder | $380,271 | $17,109+2122.7% | $13,954+2625.2% | $11,596+3179.2% |