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 6-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 | $355,979 | $84,696+320.3% | $75,696+370.3% | $167,490+112.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 57.16% | 199.36%-142.2pp | 104.53%-47.4pp | 478.56%-421.4pp |
| Employer contribution / active EE | $37,001 | $3,230+1045.7% | $2,743+1249.1% | $4,837+664.9% |
| Participant deferral / active EE | $28,883 | $4,580+530.7% | $3,821+655.8% | $6,341+355.5% |
| Admin fee / account holder | $1,824 | $5,355-65.9% | $3,619-49.6% | $12,309-85.2% |