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 3-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 | $355,501 | $156,846+126.7% | $121,098+193.6% | $139,434+155.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.50% | 1474.56%-1462.1pp | 985.75%-973.2pp | 372.94%-360.4pp |
| Employer contribution / active EE | $24,659 | $5,536+345.4% | $4,164+492.2% | $4,751+419.0% |
| Participant deferral / active EE | $15,000 | $4,844+209.6% | $4,080+267.7% | $6,710+123.5% |
| Admin fee / account holder | $2,527 | $6,946-63.6% | $5,644-55.2% | $11,403-77.8% |