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 | $324,799 | $158,398+105.1% | $126,539+156.7% | $142,382+128.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.69% | 593.76%-576.1pp | 425.95%-408.3pp | 217.08%-199.4pp |
| Employer contribution / active EE | $6,325 | $4,650+36.0% | $3,674+72.1% | $4,299+47.1% |
| Participant deferral / active EE | $13,013 | $4,767+173.0% | $4,083+218.7% | $6,507+100.0% |
| Admin fee / account holder | $310 | $6,918-95.5% | $6,065-94.9% | $12,624-97.5% |