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 | $446,834 | $102,317+336.7% | $146,958+204.1% | $80,856+452.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.41% | 134.76%-121.4pp | 418.34%-404.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $11,574 | $3,713+211.7% | $4,933+134.6% | $2,755+320.1% |
| Participant deferral / active EE | $11,945 | $6,644+79.8% | $8,070+48.0% | $4,296+178.1% |
| Admin fee / account holder | $37,321 | $7,941+370.0% | $12,998+187.1% | $6,918+439.5% |