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 | $327,160 | $102,317+219.8% | $146,958+122.6% | $80,856+304.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.26% | 134.76%-115.5pp | 418.34%-399.1pp | 35.59%-16.3pp |
| Employer contribution / active EE | $8,686 | $3,713+133.9% | $4,933+76.1% | $2,755+215.3% |
| Participant deferral / active EE | $20,253 | $6,644+204.8% | $8,070+151.0% | $4,296+371.5% |
| Admin fee / account holder | $33,687 | $7,941+324.2% | $12,998+159.2% | $6,918+386.9% |