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 | $263,390 | $108,642+142.4% | $74,701+252.6% | $152,861+72.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 15.74% | 114.06%-98.3pp | 752.92%-737.2pp | 345.32%-329.6pp |
| Employer contribution / active EE | $3,111 | $1,503+107.0% | $1,084+187.1% | $4,762-34.7% |
| Participant deferral / active EE | $17,850 | $2,712+558.1% | $1,964+809.1% | $5,850+205.1% |
| Admin fee / account holder | $3,361 | $4,902-31.4% | $3,333+0.9% | $11,596-71.0% |