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 | $401,292 | $138,065+190.7% | $123,544+224.8% | $135,375+196.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 17.43% | 153.68%-136.3pp | 119.20%-101.8pp | 519.73%-502.3pp |
| Employer contribution / active EE | $4,152 | $5,151-19.4% | $4,628-10.3% | $4,779-13.1% |
| Participant deferral / active EE | $11,535 | $6,799+69.7% | $6,426+79.5% | $5,609+105.7% |
| Admin fee / account holder | $71,046 | $10,916+550.9% | $9,284+665.3% | $10,827+556.2% |