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 | $360,988 | $102,317+252.8% | $146,958+145.6% | $80,856+346.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 25.27% | 134.76%-109.5pp | 418.34%-393.1pp | 35.59%-10.3pp |
| Employer contribution / active EE | $30,720 | $3,713+727.3% | $4,933+522.7% | $2,755+1015.1% |
| Participant deferral / active EE | $17,878 | $6,644+169.1% | $8,070+121.5% | $4,296+316.2% |
| Admin fee / account holder | $21,209 | $7,941+167.1% | $12,998+63.2% | $6,918+206.6% |