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 | $314,304 | $158,398+98.4% | $126,539+148.4% | $142,382+120.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.91% | 593.76%-578.8pp | 425.95%-411.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $26,387 | $4,650+467.5% | $3,674+618.2% | $4,299+513.8% |
| Participant deferral / active EE | $18,676 | $4,767+291.8% | $4,083+357.5% | $6,507+187.0% |
| Admin fee / account holder | $2,987 | $6,918-56.8% | $6,065-50.7% | $12,624-76.3% |