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 | $255,117 | $169,032+50.9% | $129,207+97.4% | $145,922+74.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.69% | 14330.11%-14318.4pp | 9417.33%-9405.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $20,132 | $5,537+263.6% | $4,153+384.7% | $4,660+332.1% |
| Participant deferral / active EE | $8,012 | $4,987+60.7% | $4,168+92.3% | $6,688+19.8% |
| Admin fee / account holder | $6,272 | $9,954-37.0% | $7,715-18.7% | $13,397-53.2% |