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 | $346,451 | $114,047+203.8% | $96,139+260.4% | $167,490+106.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.56% | 189.88%-175.3pp | 191.94%-177.4pp | 478.56%-464.0pp |
| Employer contribution / active EE | $1,095 | $3,427-68.1% | $2,797-60.9% | $4,837-77.4% |
| Participant deferral / active EE | $5,926 | $5,194+14.1% | $4,349+36.3% | $6,341-6.6% |
| Admin fee / account holder | $9,026 | $6,897+30.9% | $5,537+63.0% | $12,309-26.7% |