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 | $349,480 | $83,902+316.5% | $167,512+108.6% | $84,808+312.1% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 15.41% | 91.55%-76.1pp | 1615.79%-1600.4pp | 40.90%-25.5pp |
| Employer contribution / active EE | $5,799 | $2,264+156.2% | $3,882+49.4% | $2,631+120.4% |
| Participant deferral / active EE | $19,585 | $4,442+340.9% | $6,405+205.8% | $4,212+365.0% |
| Admin fee / account holder | $9,482 | $7,915+19.8% | $9,769-2.9% | $7,344+29.1% |