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 | $334,097 | $144,119+131.8% | $117,854+183.5% | $147,584+126.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.32% | 531.15%-520.8pp | 335.08%-324.8pp | 578.55%-568.2pp |
| Employer contribution / active EE | $3,197 | $4,896-34.7% | $3,786-15.6% | $4,876-34.4% |
| Participant deferral / active EE | $6,998 | $5,316+31.7% | $4,482+56.2% | $5,439+28.7% |
| Admin fee / account holder | $264,009 | $10,886+2325.3% | $8,020+3191.9% | $10,885+2325.4% |