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 | $276,202 | $88,751+211.2% | $81,812+237.6% | $145,922+89.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.60% | 1025.40%-1010.8pp | 773.79%-759.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $33,858 | $3,083+998.1% | $2,912+1062.6% | $4,660+626.6% |
| Participant deferral / active EE | $23,404 | $4,643+404.0% | $4,319+441.9% | $6,688+249.9% |
| Admin fee / account holder | $187,817 | $8,415+2131.8% | $7,386+2442.9% | $13,397+1301.9% |