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 | $367,288 | $102,604+258.0% | $86,188+326.1% | $139,434+163.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 9.27% | 1922.51%-1913.2pp | 1168.45%-1159.2pp | 372.94%-363.7pp |
| Employer contribution / active EE | $3,585 | $3,032+18.2% | $2,380+50.6% | $4,751-24.5% |
| Participant deferral / active EE | $2,700 | $4,676-42.3% | $3,985-32.3% | $6,710-59.8% |
| Admin fee / account holder | $151,884 | $8,657+1654.6% | $6,852+2116.8% | $11,403+1232.0% |