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 | $462,488 | $70,756+553.6% | $65,493+606.2% | $142,382+224.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.66% | 1754.89%-1741.2pp | 982.45%-968.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $12,056 | $2,881+318.5% | $2,574+368.3% | $4,299+180.4% |
| Participant deferral / active EE | $22,468 | $4,637+384.5% | $3,961+467.2% | $6,507+245.3% |
| Admin fee / account holder | $966 | $6,559-85.3% | $5,028-80.8% | $12,624-92.3% |