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 | $422,836 | $83,902+404.0% | $167,512+152.4% | $84,808+398.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 14.46% | 91.55%-77.1pp | 1615.79%-1601.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $7,056 | $2,264+211.7% | $3,882+81.8% | $2,631+168.2% |
| Participant deferral / active EE | $17,339 | $4,442+290.3% | $6,405+170.7% | $4,212+311.7% |
| Admin fee / account holder | $40,604 | $7,915+413.0% | $9,769+315.6% | $7,344+452.9% |