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 | $293,757 | $102,604+186.3% | $86,188+240.8% | $139,434+110.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.39% | 1922.51%-1909.1pp | 1168.45%-1155.1pp | 372.94%-359.6pp |
| Employer contribution / active EE | $5,178 | $3,032+70.8% | $2,380+117.6% | $4,751+9.0% |
| Participant deferral / active EE | $10,664 | $4,676+128.1% | $3,985+167.6% | $6,710+58.9% |
| Admin fee / account holder | $536 | $8,657-93.8% | $6,852-92.2% | $11,403-95.3% |