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 8-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 | $254,758 | $176,662+44.2% | $130,648+95.0% | $152,861+66.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 197.97% | 2692.24%-2494.3pp | 1708.96%-1511.0pp | 345.32%-147.3pp |
| Employer contribution / active EE | $7,155 | $5,742+24.6% | $4,092+74.9% | $4,762+50.2% |
| Participant deferral / active EE | $13,613 | $4,361+212.1% | $3,603+277.8% | $5,850+132.7% |
| Admin fee / account holder | $10,123 | $7,133+41.9% | $5,464+85.3% | $11,596-12.7% |