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 | $271,429 | $156,846+73.1% | $121,098+124.1% | $139,434+94.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.75% | 1474.56%-1459.8pp | 985.75%-971.0pp | 372.94%-358.2pp |
| Employer contribution / active EE | $36,350 | $5,536+556.6% | $4,164+773.0% | $4,751+665.1% |
| Participant deferral / active EE | $12,750 | $4,844+163.2% | $4,080+212.5% | $6,710+90.0% |
| Admin fee / account holder | $1,157 | $6,946-83.3% | $5,644-79.5% | $11,403-89.9% |