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 | $279,350 | $150,440+85.7% | $136,294+105.0% | $147,584+89.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.19% | 1049.08%-1034.9pp | 5155.94%-5141.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $19,546 | $5,256+271.9% | $4,695+316.3% | $4,876+300.8% |
| Participant deferral / active EE | $17,963 | $6,630+170.9% | $6,247+187.5% | $5,439+230.3% |
| Admin fee / account holder | $50,447 | $10,905+362.6% | $9,243+445.8% | $10,885+363.4% |