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 | $316,725 | $102,317+209.6% | $146,958+115.5% | $80,856+291.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.61% | 134.76%-121.1pp | 418.34%-404.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $13,258 | $3,713+257.1% | $4,933+168.8% | $2,755+381.3% |
| Participant deferral / active EE | $16,329 | $6,644+145.8% | $8,070+102.3% | $4,296+280.1% |
| Admin fee / account holder | $6,203 | $7,941-21.9% | $12,998-52.3% | $6,918-10.3% |