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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,058 | $70,756+332.6% | $65,493+367.3% | $142,382+115.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.31% | 1754.89%-1740.6pp | 982.45%-968.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $27,500 | $2,881+854.7% | $2,574+968.3% | $4,299+539.7% |
| Participant deferral / active EE | $4,928 | $4,637+6.3% | $3,961+24.4% | $6,507-24.3% |
| Admin fee / account holder | $14,063 | $6,559+114.4% | $5,028+179.7% | $12,624+11.4% |