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 | $336,010 | $105,998+217.0% | $92,233+264.3% | $147,584+127.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.15% | 50.05%-37.9pp | 176.28%-164.1pp | 578.55%-566.4pp |
| Employer contribution / active EE | $3,826 | $4,333-11.7% | $3,679+4.0% | $4,876-21.5% |
| Participant deferral / active EE | $9,492 | $4,478+112.0% | $3,897+143.6% | $5,439+74.5% |
| Admin fee / account holder | $5,522 | $6,332-12.8% | $5,194+6.3% | $10,885-49.3% |