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 | $286,691 | $60,124+376.8% | $90,404+217.1% | $79,858+259.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.27% | 71.94%-58.7pp | 1293.02%-1279.7pp | 31.71%-18.4pp |
| Employer contribution / active EE | $7,459 | $2,068+260.7% | $3,262+128.7% | $2,471+201.9% |
| Participant deferral / active EE | $4,873 | $2,938+65.8% | $3,963+23.0% | $3,740+30.3% |
| Admin fee / account holder | $4,532 | $3,976+14.0% | $5,611-19.2% | $5,306-14.6% |