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 | $375,731 | $156,846+139.6% | $121,098+210.3% | $139,434+169.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.91% | 1474.56%-1463.6pp | 985.75%-974.8pp | 372.94%-362.0pp |
| Employer contribution / active EE | $15,860 | $5,536+186.5% | $4,164+280.9% | $4,751+233.8% |
| Participant deferral / active EE | $10,508 | $4,844+116.9% | $4,080+157.6% | $6,710+56.6% |
| Admin fee / account holder | $71,104 | $6,946+923.7% | $5,644+1159.7% | $11,403+523.6% |