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 | $300,363 | $150,440+99.7% | $136,294+120.4% | $147,584+103.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.40% | 1049.08%-1035.7pp | 5155.94%-5142.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $25,758 | $5,256+390.1% | $4,695+448.6% | $4,876+428.2% |
| Participant deferral / active EE | $3,275 | $6,630-50.6% | $6,247-47.6% | $5,439-39.8% |
| Admin fee / account holder | $5,211 | $10,905-52.2% | $9,243-43.6% | $10,885-52.1% |