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 | $336,365 | $150,440+123.6% | $136,294+146.8% | $147,584+127.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 28.04% | 1049.08%-1021.0pp | 5155.94%-5127.9pp | 578.55%-550.5pp |
| Employer contribution / active EE | $19,128 | $5,256+263.9% | $4,695+307.4% | $4,876+292.3% |
| Participant deferral / active EE | $14,810 | $6,630+123.4% | $6,247+137.1% | $5,439+172.3% |
| Admin fee / account holder | $1,761 | $10,905-83.9% | $9,243-81.0% | $10,885-83.8% |