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 | $306,016 | $176,662+73.2% | $130,648+134.2% | $152,861+100.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 21.10% | 2692.24%-2671.1pp | 1708.96%-1687.9pp | 345.32%-324.2pp |
| Employer contribution / active EE | $22,637 | $5,742+294.2% | $4,092+453.2% | $4,762+375.3% |
| Participant deferral / active EE | $14,850 | $4,361+240.5% | $3,603+312.2% | $5,850+153.8% |
| Admin fee / account holder | $2,325 | $7,133-67.4% | $5,464-57.5% | $11,596-80.0% |