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 | $421,371 | $159,901+163.5% | $146,958+186.7% | $145,922+188.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.21% | 98.13%-77.9pp | 418.34%-398.1pp | 561.29%-541.1pp |
| Employer contribution / active EE | $6,571 | $5,286+24.3% | $4,933+33.2% | $4,660+41.0% |
| Participant deferral / active EE | $25,118 | $8,428+198.0% | $8,070+211.2% | $6,688+275.6% |
| Admin fee / account holder | $218,889 | $15,044+1355.0% | $12,998+1584.0% | $13,397+1533.9% |