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 | $258,191 | $58,208+343.6% | $81,812+215.6% | $80,856+219.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 13.72% | 41.66%-27.9pp | 773.79%-760.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $10,532 | $2,340+350.1% | $2,912+261.6% | $2,755+282.3% |
| Participant deferral / active EE | $6,944 | $3,281+111.7% | $4,319+60.8% | $4,296+61.7% |
| Admin fee / account holder | $28,836 | $4,981+478.9% | $7,386+290.4% | $6,918+316.8% |