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 8-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 | $268,818 | $210,648+27.6% | $177,989+51.0% | $145,922+84.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.26% | 385.86%-372.6pp | 294.48%-281.2pp | 561.29%-548.0pp |
| Employer contribution / active EE | $7,664 | $4,565+67.9% | $3,949+94.1% | $4,660+64.5% |
| Participant deferral / active EE | $15,285 | $6,958+119.7% | $6,276+143.6% | $6,688+128.6% |
| Admin fee / account holder | $22,309 | $12,013+85.7% | $10,363+115.3% | $13,397+66.5% |