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 | $182,441 | $209,832-13.1% | $189,513-3.7% | $167,490+8.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 39.95% | 748.27%-708.3pp | 555.15%-515.2pp | 478.56%-438.6pp |
| Employer contribution / active EE | $6,078 | $6,914-12.1% | $6,162-1.4% | $4,837+25.6% |
| Participant deferral / active EE | $16,449 | $8,935+84.1% | $8,221+100.1% | $6,341+159.4% |
| Admin fee / account holder | $9,605 | $14,293-32.8% | $12,045-20.3% | $12,309-22.0% |