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 | $318,609 | $111,724+185.2% | $93,606+240.4% | $145,922+118.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.55% | 202.98%-194.4pp | 133.20%-124.6pp | 561.29%-552.7pp |
| Employer contribution / active EE | $3,932 | $3,090+27.3% | $2,420+62.5% | $4,660-15.6% |
| Participant deferral / active EE | $9,572 | $4,912+94.9% | $4,411+117.0% | $6,688+43.1% |
| Admin fee / account holder | $58,140 | $10,250+467.2% | $8,285+601.7% | $13,397+334.0% |