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 | $269,313 | $88,751+203.4% | $81,812+229.2% | $145,922+84.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.30% | 1025.40%-1013.1pp | 773.79%-761.5pp | 561.29%-549.0pp |
| Employer contribution / active EE | $16,825 | $3,083+445.7% | $2,912+477.7% | $4,660+261.1% |
| Participant deferral / active EE | $29,519 | $4,643+535.8% | $4,319+583.5% | $6,688+341.4% |
| Admin fee / account holder | $166,698 | $8,415+1880.9% | $7,386+2156.9% | $13,397+1144.3% |