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 | $254,713 | $176,662+44.2% | $130,648+95.0% | $152,861+66.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 19.96% | 2692.24%-2672.3pp | 1708.96%-1689.0pp | 345.32%-325.4pp |
| Employer contribution / active EE | $15,501 | $5,742+170.0% | $4,092+278.8% | $4,762+225.5% |
| Participant deferral / active EE | $6,742 | $4,361+54.6% | $3,603+87.1% | $5,850+15.2% |
| Admin fee / account holder | $10,693 | $7,133+49.9% | $5,464+95.7% | $11,596-7.8% |