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 | $325,672 | $102,317+218.3% | $146,958+121.6% | $80,856+302.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.00% | 134.76%-122.8pp | 418.34%-406.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $16,144 | $3,713+334.8% | $4,933+227.3% | $2,755+486.0% |
| Participant deferral / active EE | $9,266 | $6,644+39.5% | $8,070+14.8% | $4,296+115.7% |
| Admin fee / account holder | $29,279 | $7,941+268.7% | $12,998+125.3% | $6,918+323.2% |