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 | $481,508 | $102,317+370.6% | $146,958+227.7% | $80,856+495.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.70% | 134.76%-120.1pp | 418.34%-403.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $11,246 | $3,713+202.9% | $4,933+128.0% | $2,755+308.2% |
| Participant deferral / active EE | $11,847 | $6,644+78.3% | $8,070+46.8% | $4,296+175.8% |
| Admin fee / account holder | $33,058 | $7,941+316.3% | $12,998+154.3% | $6,918+377.9% |