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 | $303,486 | $158,398+91.6% | $126,539+139.8% | $142,382+113.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.51% | 593.76%-574.2pp | 425.95%-406.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $9,958 | $4,650+114.1% | $3,674+171.0% | $4,299+131.6% |
| Participant deferral / active EE | $9,918 | $4,767+108.1% | $4,083+142.9% | $6,507+52.4% |
| Admin fee / account holder | $19,826 | $6,918+186.6% | $6,065+226.9% | $12,624+57.1% |