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 | $323,766 | $105,998+205.4% | $92,233+251.0% | $147,584+119.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.05% | 50.05%-30.0pp | 176.28%-156.2pp | 578.55%-558.5pp |
| Employer contribution / active EE | $11,875 | $4,333+174.1% | $3,679+222.8% | $4,876+143.5% |
| Participant deferral / active EE | $7,355 | $4,478+64.3% | $3,897+88.8% | $5,439+35.2% |
| Admin fee / account holder | $1,980 | $6,332-68.7% | $5,194-61.9% | $10,885-81.8% |