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 | $288,541 | $169,032+70.7% | $129,207+123.3% | $145,922+97.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.02% | 14330.11%-14322.1pp | 9417.33%-9409.3pp | 561.29%-553.3pp |
| Employer contribution / active EE | $25,167 | $5,537+354.6% | $4,153+506.0% | $4,660+440.1% |
| Participant deferral / active EE | $11,900 | $4,987+138.6% | $4,168+185.5% | $6,688+77.9% |
| Admin fee / account holder | $2,177 | $9,954-78.1% | $7,715-71.8% | $13,397-83.8% |