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 | $301,669 | $158,398+90.4% | $126,539+138.4% | $142,382+111.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.64% | 593.76%-579.1pp | 425.95%-411.3pp | 217.08%-202.4pp |
| Employer contribution / active EE | $12,763 | $4,650+174.5% | $3,674+247.4% | $4,299+196.9% |
| Participant deferral / active EE | $6,640 | $4,767+39.3% | $4,083+62.6% | $6,507+2.0% |
| Admin fee / account holder | $16,107 | $6,918+132.8% | $6,065+165.6% | $12,624+27.6% |