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 | $340,281 | $112,096+203.6% | $95,952+254.6% | $158,922+114.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.80% | 171.09%-160.3pp | 91.61%-80.8pp | 302.83%-292.0pp |
| Employer contribution / active EE | $7,841 | $3,198+145.2% | $2,541+208.6% | $4,761+64.7% |
| Participant deferral / active EE | $6,183 | $4,784+29.2% | $4,167+48.4% | $5,982+3.4% |
| Admin fee / account holder | $10,716 | $10,130+5.8% | $6,795+57.7% | $11,246-4.7% |