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 | $254,686 | $109,982+131.6% | $97,226+162.0% | $145,922+74.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.60% | 242.90%-233.3pp | 75.13%-65.5pp | 561.29%-551.7pp |
| Employer contribution / active EE | $10,238 | $3,084+232.0% | $2,729+275.2% | $4,660+119.7% |
| Participant deferral / active EE | $7,080 | $4,676+51.4% | $4,264+66.1% | $6,688+5.9% |
| Admin fee / account holder | $2,988 | $6,221-52.0% | $5,654-47.1% | $13,397-77.7% |