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 | $362,359 | $156,846+131.0% | $121,098+199.2% | $139,434+159.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 30.33% | 1474.56%-1444.2pp | 985.75%-955.4pp | 372.94%-342.6pp |
| Employer contribution / active EE | $15,675 | $5,536+183.1% | $4,164+276.5% | $4,751+229.9% |
| Participant deferral / active EE | $2,983 | $4,844-38.4% | $4,080-26.9% | $6,710-55.5% |
| Admin fee / account holder | $1,314 | $6,946-81.1% | $5,644-76.7% | $11,403-88.5% |