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 | $324,146 | $96,635+235.4% | $86,612+274.3% | $139,434+132.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.26% | 106.41%-83.2pp | 591.07%-567.8pp | 372.94%-349.7pp |
| Employer contribution / active EE | $6,563 | $3,263+101.1% | $3,022+117.2% | $4,751+38.2% |
| Participant deferral / active EE | $9,794 | $4,836+102.5% | $4,438+120.7% | $6,710+46.0% |
| Admin fee / account holder | $13,793 | $6,408+115.2% | $5,614+145.7% | $11,403+21.0% |