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 | $308,224 | $102,604+200.4% | $86,188+257.6% | $139,434+121.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 30.98% | 1922.51%-1891.5pp | 1168.45%-1137.5pp | 372.94%-342.0pp |
| Employer contribution / active EE | $6,597 | $3,032+117.6% | $2,380+177.2% | $4,751+38.9% |
| Participant deferral / active EE | $15,000 | $4,676+220.8% | $3,985+276.4% | $6,710+123.5% |
| Admin fee / account holder | $614 | $8,657-92.9% | $6,852-91.0% | $11,403-94.6% |