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 | $416,938 | $102,966+304.9% | $90,281+361.8% | $152,861+172.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 16.53% | 95.16%-78.6pp | 78.10%-61.6pp | 345.32%-328.8pp |
| Employer contribution / active EE | $18,333 | $3,139+484.1% | $2,854+542.3% | $4,762+285.0% |
| Participant deferral / active EE | $10,897 | $4,281+154.5% | $3,885+180.5% | $5,850+86.3% |
| Admin fee / account holder | $25,741 | $6,171+317.2% | $5,351+381.0% | $11,596+122.0% |