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 | $401,395 | $115,770+246.7% | $101,248+296.4% | $158,922+152.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.18% | 56.14%-39.0pp | 46.47%-29.3pp | 302.83%-285.6pp |
| Employer contribution / active EE | $6,218 | $4,175+49.0% | $3,660+69.9% | $4,761+30.6% |
| Participant deferral / active EE | $15,167 | $4,957+206.0% | $4,370+247.1% | $5,982+153.5% |
| Admin fee / account holder | $4,862 | $7,245-32.9% | $5,945-18.2% | $11,246-56.8% |