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 | $254,755 | $126,574+101.3% | $106,213+139.9% | $145,922+74.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.49% | 224.79%-213.3pp | 116.14%-104.6pp | 561.29%-549.8pp |
| Employer contribution / active EE | $4,255 | $3,730+14.1% | $3,171+34.2% | $4,660-8.7% |
| Participant deferral / active EE | $9,472 | $5,724+65.5% | $5,016+88.8% | $6,688+41.6% |
| Admin fee / account holder | $103,207 | $17,304+496.4% | $11,033+835.4% | $13,397+670.4% |