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 9-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 | $262,664 | $158,398+65.8% | $126,539+107.6% | $142,382+84.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.19% | 593.76%-572.6pp | 425.95%-404.8pp | 217.08%-195.9pp |
| Employer contribution / active EE | $16,607 | $4,650+257.1% | $3,674+352.0% | $4,299+286.3% |
| Participant deferral / active EE | $16,686 | $4,767+250.0% | $4,083+308.7% | $6,507+156.4% |
| Admin fee / account holder | $5,518 | $6,918-20.2% | $6,065-9.0% | $12,624-56.3% |