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 | $363,817 | $118,680+206.6% | $98,907+267.8% | $158,922+128.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 121.73% | 372.35%-250.6pp | 196.43%-74.7pp | 302.83%-181.1pp |
| Employer contribution / active EE | $5,967 | $3,333+79.0% | $2,689+121.9% | $4,761+25.3% |
| Participant deferral / active EE | $7,459 | $5,088+46.6% | $4,244+75.7% | $5,982+24.7% |
| Admin fee / account holder | $73,422 | $10,131+624.7% | $6,642+1005.5% | $11,246+552.9% |