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 | $306,183 | $124,185+146.6% | $108,410+182.4% | $167,490+82.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.51% | 1379.64%-1368.1pp | 905.27%-893.8pp | 478.56%-467.0pp |
| Employer contribution / active EE | $11,561 | $4,187+176.1% | $3,558+224.9% | $4,837+139.0% |
| Participant deferral / active EE | $3,000 | $6,908-56.6% | $6,563-54.3% | $6,341-52.7% |
| Admin fee / account holder | $3,691 | $9,455-61.0% | $7,295-49.4% | $12,309-70.0% |