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 6-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 | $293,341 | $74,888+291.7% | $71,209+311.9% | $142,382+106.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 146.26% | 345.14%-198.9pp | 282.51%-136.2pp | 217.08%-70.8pp |
| Employer contribution / active EE | $977 | $2,854-65.8% | $2,721-64.1% | $4,299-77.3% |
| Participant deferral / active EE | $21,578 | $4,454+384.4% | $4,175+416.8% | $6,507+231.6% |
| Admin fee / account holder | $318 | $5,568-94.3% | $5,349-94.1% | $12,624-97.5% |