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 | $319,247 | $159,901+99.7% | $146,958+117.2% | $145,922+118.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.85% | 98.13%-86.3pp | 418.34%-406.5pp | 561.29%-549.4pp |
| Employer contribution / active EE | $16,898 | $5,286+219.7% | $4,933+242.6% | $4,660+262.6% |
| Participant deferral / active EE | $67,246 | $8,428+697.9% | $8,070+733.3% | $6,688+905.5% |
| Admin fee / account holder | $388,036 | $15,044+2479.4% | $12,998+2885.3% | $13,397+2796.4% |